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 | $213,922 | $142,405+50.2% | $115,157+85.8% | $152,861+39.9% |
| Participation rate | 75.0% | 82.4%-7.4pp | 75.9%-0.9pp | 82.4%-7.4pp |
| Annual return | 16.43% | 41.48%-25.1pp | 35.60%-19.2pp | 345.32%-328.9pp |
| Employer contribution / active EE | $2,665 | $4,010-33.5% | $3,179-16.2% | $4,762-44.0% |
| Participant deferral / active EE | $5,464 | $5,164+5.8% | $4,168+31.1% | $5,850-6.6% |
| Admin fee / account holder | $8 | $8,462-99.9% | $7,088-99.9% | $11,596-99.9% |