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 | $202,957 | $215,361-5.8% | $171,082+18.6% | $273,961-25.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.33% | 25.14%-16.8pp | 32.56%-24.2pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,736 | $4,967-65.1% | $4,002-56.6% | $4,869-64.4% |
| Participant deferral / active EE | $11,853 | $5,543+113.8% | $4,797+147.1% | $5,287+124.2% |
| Admin fee / account holder | $20 | $10,846-99.8% | $8,520-99.8% | $10,132-99.8% |