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 | $122,395 | $135,952-10.0% | $123,892-1.2% | $273,961-55.3% |
| Participation rate | 94.1% | 84.1%+10.1pp | 81.4%+12.7pp | 83.0%+11.1pp |
| Annual return | 7.31% | 56.63%-49.3pp | 47.52%-40.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,646 | $5,170-68.2% | $4,617-64.3% | $4,869-66.2% |
| Participant deferral / active EE | $4,149 | $6,343-34.6% | $5,984-30.7% | $5,287-21.5% |
| Admin fee / account holder | $159 | $9,817-98.4% | $8,357-98.1% | $10,132-98.4% |