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 | $160,716 | $62,672+156.4% | $185,117-13.2% | $70,131+129.2% |
| Participation rate | 94.9% | 63.8%+31.1pp | 77.3%+17.6pp | 69.5%+25.3pp |
| Annual return | 15.69% | 40.79%-25.1pp | 40.50%-24.8pp | 73.14%-57.4pp |
| Employer contribution / active EE | $5,169 | $1,753+194.8% | $4,182+23.6% | $2,342+120.7% |
| Participant deferral / active EE | $8,667 | $3,272+164.9% | $5,045+71.8% | $3,332+160.1% |
| Admin fee / account holder | $222 | $3,932-94.3% | $8,159-97.3% | $4,645-95.2% |