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 | $164,131 | $60,892+169.5% | $82,389+99.2% | $84,808+93.5% |
| Participation rate | 84.0% | 63.3%+20.7pp | 69.5%+14.5pp | 68.3%+15.7pp |
| Annual return | 18.01% | 37.29%-19.3pp | 28.67%-10.7pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,332 | $1,779+87.3% | $2,517+32.4% | $2,631+26.7% |
| Participant deferral / active EE | $5,963 | $3,179+87.6% | $4,155+43.5% | $4,212+41.6% |
| Admin fee / account holder | $296 | $5,467-94.6% | $7,231-95.9% | $7,344-96.0% |