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 | $31,913 | $181,894-82.5% | $156,549-79.6% | $273,961-88.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.08% | 30.74%-21.7pp | 32.23%-23.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $6,230 | $6,248-0.3% | $5,501+13.3% | $4,869+28.0% |
| Participant deferral / active EE | $4,717 | $5,550-15.0% | $4,871-3.2% | $5,287-10.8% |
| Admin fee / account holder | $137 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |