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 | $151,631 | $153,772-1.4% | $133,980+13.2% | $273,961-44.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.31% | 36.51%-25.2pp | 29.30%-18.0pp | 41.45%-30.1pp |
| Employer contribution / active EE | $2,607 | $6,029-56.8% | $5,211-50.0% | $4,869-46.5% |
| Participant deferral / active EE | $3,892 | $6,958-44.1% | $6,282-38.0% | $5,287-26.4% |
| Admin fee / account holder | $143 | $11,765-98.8% | $9,324-98.5% | $10,132-98.6% |