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 | $215,154 | $153,772+39.9% | $133,980+60.6% | $273,961-21.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.87% | 36.51%-24.6pp | 29.30%-17.4pp | 41.45%-29.6pp |
| Employer contribution / active EE | $29,465 | $6,029+388.7% | $5,211+465.4% | $4,869+505.2% |
| Participant deferral / active EE | $4,379 | $6,958-37.1% | $6,282-30.3% | $5,287-17.2% |
| Admin fee / account holder | $10 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |