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 | $98,450 | $62,672+57.1% | $185,117-46.8% | $70,131+40.4% |
| Participation rate | 97.5% | 63.8%+33.7pp | 77.3%+20.2pp | 69.5%+28.0pp |
| Annual return | 17.10% | 40.79%-23.7pp | 40.50%-23.4pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,864 | $1,753+6.3% | $4,182-55.4% | $2,342-20.4% |
| Participant deferral / active EE | $3,929 | $3,272+20.1% | $5,045-22.1% | $3,332+17.9% |
| Admin fee / account holder | $284 | $3,932-92.8% | $8,159-96.5% | $4,645-93.9% |