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 | $143,485 | $99,341+44.4% | $84,750+69.3% | $273,961-47.6% |
| Participation rate | 72.2% | 80.7%-8.5pp | 76.6%-4.4pp | 83.0%-10.8pp |
| Annual return | 6.59% | 22.93%-16.3pp | 22.78%-16.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $967 | $4,214-77.0% | $3,574-72.9% | $4,869-80.1% |
| Participant deferral / active EE | $6,565 | $4,269+53.8% | $3,712+76.9% | $5,287+24.2% |
| Admin fee / account holder | $23 | $6,644-99.7% | $5,332-99.6% | $10,132-99.8% |