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 | $194,304 | $153,772+26.4% | $133,980+45.0% | $273,961-29.1% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.1%+8.8pp | 83.0%+12.8pp |
| Annual return | 10.81% | 36.51%-25.7pp | 29.30%-18.5pp | 41.45%-30.6pp |
| Employer contribution / active EE | $11,091 | $6,029+84.0% | $5,211+112.8% | $4,869+127.8% |
| Participant deferral / active EE | $7,477 | $6,958+7.5% | $6,282+19.0% | $5,287+41.4% |
| Admin fee / account holder | $135 | $11,765-98.9% | $9,324-98.6% | $10,132-98.7% |