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 5-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 | $244,384 | $80,673+202.9% | $101,326+141.2% | $84,808+188.2% |
| Participation rate | 95.0% | 77.8%+17.2pp | 81.5%+13.5pp | 68.3%+26.7pp |
| Annual return | 18.20% | 38.95%-20.8pp | 36.82%-18.6pp | 40.90%-22.7pp |
| Employer contribution / active EE | $4,742 | $2,698+75.8% | $3,665+29.4% | $2,631+80.2% |
| Participant deferral / active EE | $13,103 | $6,840+91.6% | $7,994+63.9% | $4,212+211.1% |
| Admin fee / account holder | $204 | $12,784-98.4% | $11,185-98.2% | $7,344-97.2% |