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 | $168,848 | $91,538+84.5% | $129,995+29.9% | $75,163+124.6% |
| Participation rate | 95.0% | 71.4%+23.6pp | 78.5%+16.5pp | 67.2%+27.8pp |
| Annual return | 14.62% | -631.11%+645.7pp | -137.18%+151.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $6,673 | $2,845+134.5% | $4,320+54.5% | $2,670+149.9% |
| Participant deferral / active EE | $10,721 | $4,341+147.0% | $5,820+84.2% | $4,125+159.9% |
| Admin fee / account holder | $298 | $6,790-95.6% | $10,614-97.2% | $5,651-94.7% |