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 | $247,579 | $153,772+61.0% | $133,980+84.8% | $273,961-9.6% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 11.36% | 36.51%-25.2pp | 29.30%-17.9pp | 41.45%-30.1pp |
| Employer contribution / active EE | $5,750 | $6,029-4.6% | $5,211+10.3% | $4,869+18.1% |
| Participant deferral / active EE | $11,500 | $6,958+65.3% | $6,282+83.1% | $5,287+117.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |