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 | $186,759 | $181,894+2.7% | $156,549+19.3% | $273,961-31.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.48% | 30.74%-22.3pp | 32.23%-23.7pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,345 | $6,248-78.5% | $5,501-75.5% | $4,869-72.4% |
| Participant deferral / active EE | $4,323 | $5,550-22.1% | $4,871-11.3% | $5,287-18.2% |
| Admin fee / account holder | $14 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |