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 | $110,046 | $54,705+101.2% | $71,209+54.5% | $84,808+29.8% |
| Participation rate | 88.6% | 64.1%+24.6pp | 73.8%+14.9pp | 68.3%+20.3pp |
| Annual return | 18.66% | 35.90%-17.2pp | 282.51%-263.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,982 | $2,158+38.2% | $2,721+9.6% | $2,631+13.4% |
| Participant deferral / active EE | $5,226 | $3,030+72.4% | $4,175+25.2% | $4,212+24.1% |
| Admin fee / account holder | $180 | $4,863-96.3% | $5,349-96.6% | $7,344-97.5% |