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 | $121,698 | $96,484+26.1% | $75,886+60.4% | $152,861-20.4% |
| Participation rate | 82.6% | 76.2%+6.4pp | 69.3%+13.3pp | 82.4%+0.2pp |
| Annual return | 17.15% | 33.98%-16.8pp | 30.76%-13.6pp | 345.32%-328.2pp |
| Employer contribution / active EE | $2,171 | $3,309-34.4% | $2,500-13.2% | $4,762-54.4% |
| Participant deferral / active EE | $4,197 | $4,553-7.8% | $3,603+16.5% | $5,850-28.3% |
| Admin fee / account holder | $228 | $8,078-97.2% | $5,418-95.8% | $11,596-98.0% |