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 | $155,399 | $165,335-6.0% | $149,696+3.8% | $158,922-2.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 8.31% | 348.15%-339.8pp | 276.60%-268.3pp | 302.83%-294.5pp |
| Employer contribution / active EE | $10,280 | $5,103+101.5% | $4,644+121.3% | $4,761+115.9% |
| Participant deferral / active EE | $10,567 | $7,181+47.1% | $6,842+54.4% | $5,982+76.6% |
| Admin fee / account holder | $159 | $10,807-98.5% | $9,309-98.3% | $11,246-98.6% |