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 | $155,198 | $53,777+188.6% | $134,143+15.7% | $79,858+94.3% |
| Participation rate | 82.9% | 58.8%+24.1pp | 72.2%+10.7pp | 69.6%+13.3pp |
| Annual return | 24.71% | 19.01%+5.7pp | 36.33%-11.6pp | 31.71%-7.0pp |
| Employer contribution / active EE | $2,211 | $1,321+67.4% | $3,704-40.3% | $2,471-10.5% |
| Participant deferral / active EE | $7,077 | $2,420+192.4% | $3,499+102.3% | $3,740+89.2% |
| Admin fee / account holder | $168 | $3,984-95.8% | $6,684-97.5% | $5,306-96.8% |