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 | $145,600 | $93,346+56.0% | $71,796+102.8% | $273,961-46.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.92% | 130.39%-123.5pp | 78.04%-71.1pp | 41.45%-34.5pp |
| Employer contribution / active EE | $6,429 | $2,733+135.2% | $1,924+234.1% | $4,869+32.0% |
| Participant deferral / active EE | $6,196 | $3,475+78.3% | $2,794+121.7% | $5,287+17.2% |
| Admin fee / account holder | $63 | $6,571-99.0% | $4,815-98.7% | $10,132-99.4% |