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 | $192,036 | $71,050+170.3% | $93,606+105.2% | $80,856+137.5% |
| Participation rate | 98.7% | 60.4%+38.3pp | 68.7%+30.0pp | 67.6%+31.1pp |
| Annual return | 12.15% | 11.26%+0.9pp | 133.20%-121.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,688 | $1,564+135.8% | $2,420+52.4% | $2,755+33.9% |
| Participant deferral / active EE | $8,341 | $4,034+106.8% | $4,411+89.1% | $4,296+94.2% |
| Admin fee / account holder | $79 | $6,945-98.9% | $8,285-99.0% | $6,918-98.9% |