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 | $182,704 | $81,460+124.3% | $103,333+76.8% | $80,856+126.0% |
| Participation rate | 85.7% | 66.8%+18.9pp | 74.5%+11.2pp | 67.6%+18.1pp |
| Annual return | 11.90% | 25.55%-13.6pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,261 | $3,105-27.2% | $3,868-41.5% | $2,755-17.9% |
| Participant deferral / active EE | $5,820 | $3,869+50.4% | $5,057+15.1% | $4,296+35.5% |
| Admin fee / account holder | $271 | $6,566-95.9% | $8,355-96.8% | $6,918-96.1% |