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 | $167,821 | $81,460+106.0% | $103,333+62.4% | $80,856+107.6% |
| Participation rate | 83.9% | 66.8%+17.0pp | 74.5%+9.4pp | 67.6%+16.2pp |
| Annual return | 13.93% | 25.55%-11.6pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $7,518 | $3,105+142.1% | $3,868+94.4% | $2,755+172.9% |
| Participant deferral / active EE | $4,047 | $3,869+4.6% | $5,057-20.0% | $4,296-5.8% |
| Admin fee / account holder | $298 | $6,566-95.5% | $8,355-96.4% | $6,918-95.7% |