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 | $211,302 | $76,552+176.0% | $123,892+70.6% | $62,891+236.0% |
| Participation rate | 96.7% | 73.0%+23.7pp | 81.4%+15.3pp | 69.3%+27.4pp |
| Annual return | 7.54% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $8,734 | $2,883+203.0% | $4,617+89.2% | $2,281+282.9% |
| Participant deferral / active EE | $11,929 | $4,840+146.5% | $5,984+99.3% | $3,203+272.4% |
| Admin fee / account holder | $6 | $4,826-99.9% | $8,357-99.9% | $4,296-99.9% |