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 | $169,825 | $94,625+79.5% | $116,228+46.1% | $84,808+100.2% |
| Participation rate | 92.4% | 70.4%+22.0pp | 74.6%+17.9pp | 68.3%+24.1pp |
| Annual return | 18.78% | 20.40%-1.6pp | 90.06%-71.3pp | 40.90%-22.1pp |
| Employer contribution / active EE | $4,116 | $2,347+75.4% | $2,994+37.5% | $2,631+56.5% |
| Participant deferral / active EE | $7,562 | $3,972+90.4% | $4,953+52.7% | $4,212+79.5% |
| Admin fee / account holder | $25 | $10,091-99.8% | $11,989-99.8% | $7,344-99.7% |