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 | $246,198 | $153,772+60.1% | $133,980+83.8% | $273,961-10.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 20.55% | 36.51%-16.0pp | 29.30%-8.7pp | 41.45%-20.9pp |
| Employer contribution / active EE | $10,435 | $6,029+73.1% | $5,211+100.2% | $4,869+114.3% |
| Participant deferral / active EE | $12,536 | $6,958+80.2% | $6,282+99.6% | $5,287+137.1% |
| Admin fee / account holder | $160 | $11,765-98.6% | $9,324-98.3% | $10,132-98.4% |