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 | $203,494 | $76,552+165.8% | $123,892+64.3% | $62,891+223.6% |
| Participation rate | 72.0% | 73.0%-1.0pp | 81.4%-9.4pp | 69.3%+2.7pp |
| Annual return | 6.30% | 18.68%-12.4pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $6,233 | $2,883+116.2% | $4,617+35.0% | $2,281+173.3% |
| Participant deferral / active EE | $7,797 | $4,840+61.1% | $5,984+30.3% | $3,203+143.4% |
| Admin fee / account holder | $165 | $4,826-96.6% | $8,357-98.0% | $4,296-96.2% |