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 | $119,526 | $118,450+0.9% | $98,439+21.4% | $139,434-14.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 19.70% | 18.94%+0.8pp | 21.16%-1.5pp | 372.94%-353.2pp |
| Employer contribution / active EE | $7,803 | $3,609+116.2% | $3,048+156.0% | $4,751+64.2% |
| Participant deferral / active EE | $0 | $5,392-100.0% | $4,738-100.0% | $6,710-100.0% |
| Admin fee / account holder | $269 | $14,026-98.1% | $8,948-97.0% | $11,403-97.6% |