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 | $208,974 | $148,978+40.3% | $200,582+4.2% | $84,808+146.4% |
| Participation rate | 71.4% | 84.2%-12.8pp | 86.9%-15.5pp | 68.3%+3.1pp |
| Annual return | 18.35% | 28.16%-9.8pp | 42.33%-24.0pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,582 | $4,815-67.1% | $6,419-75.4% | $2,631-39.9% |
| Participant deferral / active EE | $3,482 | $7,142-51.2% | $9,331-62.7% | $4,212-17.3% |
| Admin fee / account holder | $100 | $13,977-99.3% | $16,305-99.4% | $7,344-98.6% |