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 | $64,180 | $56,897+12.8% | $84,750-24.3% | $62,891+2.0% |
| Participation rate | 84.6% | 68.5%+16.1pp | 76.6%+8.0pp | 69.3%+15.3pp |
| Annual return | 6.60% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,064 | $2,400-14.0% | $3,574-42.3% | $2,281-9.5% |
| Participant deferral / active EE | $3,734 | $2,709+37.8% | $3,712+0.6% | $3,203+16.6% |
| Admin fee / account holder | $293 | $3,581-91.8% | $5,332-94.5% | $4,296-93.2% |