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 | $171,238 | $78,422+118.4% | $95,952+78.5% | $79,858+114.4% |
| Participation rate | 85.7% | 73.5%+12.2pp | 77.1%+8.6pp | 69.6%+16.1pp |
| Annual return | 11.17% | 19.37%-8.2pp | 91.61%-80.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $1,322 | $1,945-32.1% | $2,541-48.0% | $2,471-46.5% |
| Participant deferral / active EE | $4,877 | $3,440+41.8% | $4,167+17.0% | $3,740+30.4% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |