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 9-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 | $121,463 | $85,022+42.9% | $70,515+72.3% | $139,434-12.9% |
| Participation rate | 83.3% | 73.9%+9.4pp | 68.3%+15.0pp | 80.3%+3.0pp |
| Annual return | 12.91% | 30.38%-17.5pp | 32.77%-19.9pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,755 | $3,909-55.1% | $2,973-41.0% | $4,751-63.1% |
| Participant deferral / active EE | $4,602 | $5,890-21.9% | $4,567+0.8% | $6,710-31.4% |
| Admin fee / account holder | $23 | $8,906-99.7% | $6,412-99.6% | $11,403-99.8% |