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 | $169,036 | $80,717+109.4% | $154,803+9.2% | $84,808+99.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.79% | 37.96%-19.2pp | 58.88%-40.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $9,614 | $2,761+248.2% | $4,305+123.3% | $2,631+265.4% |
| Participant deferral / active EE | $4,920 | $3,303+48.9% | $5,540-11.2% | $4,212+16.8% |
| Admin fee / account holder | $131 | $6,746-98.1% | $14,329-99.1% | $7,344-98.2% |