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 | $185,259 | $127,386+45.4% | $115,037+61.0% | $125,391+47.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.17% | 31.28%-30.1pp | 26.14%-25.0pp | 282.22%-281.1pp |
| Employer contribution / active EE | $9,240 | $5,166+78.9% | $4,608+100.5% | $4,866+89.9% |
| Participant deferral / active EE | $16,631 | $6,423+158.9% | $6,026+176.0% | $5,352+210.8% |
| Admin fee / account holder | $180 | $9,516-98.1% | $8,175-97.8% | $9,540-98.1% |