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 | $248,453 | $181,894+36.6% | $156,549+58.7% | $273,961-9.3% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 8.19% | 30.74%-22.5pp | 32.23%-24.0pp | 41.45%-33.3pp |
| Employer contribution / active EE | $7,283 | $6,248+16.6% | $5,501+32.4% | $4,869+49.6% |
| Participant deferral / active EE | $6,261 | $5,550+12.8% | $4,871+28.5% | $5,287+18.4% |
| Admin fee / account holder | $11 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |