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 | $128,373 | $88,707+44.7% | $74,183+73.0% | $273,961-53.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.38% | 11.94%-5.6pp | 17.74%-11.4pp | 41.45%-35.1pp |
| Employer contribution / active EE | $5,755 | $3,159+82.2% | $2,370+142.8% | $4,869+18.2% |
| Participant deferral / active EE | $12,510 | $4,212+197.0% | $3,550+252.4% | $5,287+136.6% |
| Admin fee / account holder | $223 | $8,717-97.4% | $5,586-96.0% | $10,132-97.8% |