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 | $124,240 | $58,828+111.2% | $77,999+59.3% | $62,891+97.5% |
| Participation rate | 80.0% | 71.1%+8.9pp | 75.5%+4.5pp | 69.3%+10.7pp |
| Annual return | 6.69% | 17.16%-10.5pp | 425.96%-419.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,612 | $1,672-3.6% | $2,470-34.7% | $2,281-29.3% |
| Participant deferral / active EE | $2,764 | $2,686+2.9% | $3,497-21.0% | $3,203-13.7% |
| Admin fee / account holder | $227 | $4,393-94.8% | $5,480-95.9% | $4,296-94.7% |