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 | $144,604 | $85,766+68.6% | $136,294+6.1% | $70,131+106.2% |
| Participation rate | 93.9% | 74.2%+19.7pp | 81.9%+12.0pp | 69.5%+24.3pp |
| Annual return | 18.05% | 31.45%-13.4pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $3,606 | $2,966+21.6% | $4,695-23.2% | $2,342+53.9% |
| Participant deferral / active EE | $10,019 | $5,051+98.3% | $6,247+60.4% | $3,332+200.7% |
| Admin fee / account holder | $170 | $5,420-96.9% | $9,243-98.2% | $4,645-96.4% |