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 | $139,354 | $61,660+126.0% | $80,019+74.1% | $64,186+117.1% |
| Participation rate | 96.9% | 71.7%+25.2pp | 75.8%+21.0pp | 69.6%+27.3pp |
| Annual return | 9.40% | -0.33%+9.7pp | 11.22%-1.8pp | 7.63%+1.8pp |
| Employer contribution / active EE | $3,354 | $1,810+85.3% | $2,468+35.9% | $2,381+40.9% |
| Participant deferral / active EE | $6,081 | $2,968+104.9% | $3,686+65.0% | $3,470+75.3% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,888-100.0% |