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 | $129,005 | $46,553+177.1% | $64,056+101.4% | $75,163+71.6% |
| Participation rate | 87.2% | 65.9%+21.3pp | 72.3%+14.9pp | 67.2%+20.0pp |
| Annual return | 23.88% | 26.03%-2.1pp | 33.69%-9.8pp | 160.62%-136.7pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,699 | $2,837+65.7% | $3,880+21.1% | $4,125+13.9% |
| Admin fee / account holder | $116 | $2,952-96.1% | $3,068-96.2% | $5,651-97.9% |