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 | $235,724 | $153,772+53.3% | $133,980+75.9% | $273,961-14.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.66% | 36.51%-30.9pp | 29.30%-23.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $8,750 | $6,029+45.1% | $5,211+67.9% | $4,869+79.7% |
| Participant deferral / active EE | $15,450 | $6,958+122.0% | $6,282+145.9% | $5,287+192.2% |
| Admin fee / account holder | $95 | $11,765-99.2% | $9,324-99.0% | $10,132-99.1% |