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 | $158,113 | $153,772+2.8% | $133,980+18.0% | $273,961-42.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.11% | 36.51%-28.4pp | 29.30%-21.2pp | 41.45%-33.3pp |
| Employer contribution / active EE | $12,832 | $6,029+112.8% | $5,211+146.2% | $4,869+163.6% |
| Participant deferral / active EE | $7,213 | $6,958+3.7% | $6,282+14.8% | $5,287+36.4% |
| Admin fee / account holder | $17 | $11,765-99.9% | $9,324-99.8% | $10,132-99.8% |