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 | $224,248 | $110,257+103.4% | $96,544+132.3% | $139,434+60.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 11.08% | 26.32%-15.2pp | 25.84%-14.8pp | 372.94%-361.9pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,500 | $5,548-18.9% | $4,851-7.2% | $6,710-32.9% |
| Admin fee / account holder | $267 | $11,591-97.7% | $8,252-96.8% | $11,403-97.7% |