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 | $175,355 | $109,881+59.6% | $150,045+16.9% | $84,808+106.8% |
| Participation rate | 84.4% | 76.1%+8.3pp | 82.3%+2.1pp | 68.3%+16.1pp |
| Annual return | 21.84% | 28.25%-6.4pp | 62.55%-40.7pp | 40.90%-19.1pp |
| Employer contribution / active EE | $3,398 | $3,561-4.6% | $4,693-27.6% | $2,631+29.2% |
| Participant deferral / active EE | $8,097 | $6,636+22.0% | $7,997+1.2% | $4,212+92.3% |
| Admin fee / account holder | $24 | $8,568-99.7% | $13,435-99.8% | $7,344-99.7% |