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 | $118,646 | $84,696+40.1% | $75,696+56.7% | $167,490-29.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.8%+0.2pp | 82.1%-7.1pp |
| Annual return | 21.65% | 199.36%-177.7pp | 104.53%-82.9pp | 478.56%-456.9pp |
| Employer contribution / active EE | $1,235 | $3,230-61.8% | $2,743-55.0% | $4,837-74.5% |
| Participant deferral / active EE | $7,220 | $4,580+57.7% | $3,821+88.9% | $6,341+13.9% |
| Admin fee / account holder | $36 | $5,355-99.3% | $3,619-99.0% | $12,309-99.7% |