See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,505 | $121,625+86.2% | $104,607+116.5% | $158,922+42.5% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 13.97% | 465.26%-451.3pp | 340.46%-326.5pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,828 | $3,163-10.6% | $2,681+5.5% | $4,761-40.6% |
| Participant deferral / active EE | $5,657 | $4,177+35.4% | $3,740+51.3% | $5,982-5.4% |
| Admin fee / account holder | $53 | $7,787-99.3% | $6,473-99.2% | $11,246-99.5% |