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 | $228,821 | $148,978+53.6% | $200,582+14.1% | $84,808+169.8% |
| Participation rate | 92.7% | 84.2%+8.5pp | 86.9%+5.8pp | 68.3%+24.4pp |
| Annual return | 17.90% | 28.16%-10.3pp | 42.33%-24.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $4,164 | $4,815-13.5% | $6,419-35.1% | $2,631+58.3% |
| Participant deferral / active EE | $11,476 | $7,142+60.7% | $9,331+23.0% | $4,212+172.5% |
| Admin fee / account holder | $74 | $13,977-99.5% | $16,305-99.5% | $7,344-99.0% |