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 | $105,391 | $181,894-42.1% | $156,549-32.7% | $273,961-61.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 20.31% | 30.74%-10.4pp | 32.23%-11.9pp | 41.45%-21.1pp |
| Employer contribution / active EE | $26,200 | $6,248+319.3% | $5,501+376.3% | $4,869+438.1% |
| Participant deferral / active EE | $18,000 | $5,550+224.3% | $4,871+269.5% | $5,287+240.5% |
| Admin fee / account holder | $4 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |