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 | $142,163 | $76,367+86.2% | $93,606+51.9% | $72,985+94.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 27.35% | 25.82%+1.5pp | 32.76%-5.4pp | 81.00%-53.6pp |
| Employer contribution / active EE | $856 | $2,275-62.4% | $2,718-68.5% | $2,440-64.9% |
| Participant deferral / active EE | $3,771 | $3,538+6.6% | $4,069-7.3% | $3,607+4.5% |
| Admin fee / account holder | $286 | $6,838-95.8% | $7,888-96.4% | $5,124-94.4% |