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 | $144,460 | $123,793+16.7% | $177,821-18.8% | $79,858+80.9% |
| Participation rate | 97.3% | 84.7%+12.6pp | 87.7%+9.6pp | 69.6%+27.7pp |
| Annual return | 12.65% | 22.82%-10.2pp | 48.32%-35.7pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,730 | $4,095-57.7% | $5,918-70.8% | $2,471-30.0% |
| Participant deferral / active EE | $9,230 | $5,956+55.0% | $7,714+19.7% | $3,740+146.8% |
| Admin fee / account holder | $115 | $7,243-98.4% | $12,427-99.1% | $5,306-97.8% |