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 | $182,409 | $201,272-9.4% | $184,203-1.0% | $145,922+25.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.46% | 29.00%-15.5pp | 28.81%-15.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $6,048 | $7,022-13.9% | $6,427-5.9% | $4,660+29.8% |
| Participant deferral / active EE | $7,467 | $9,806-23.8% | $9,131-18.2% | $6,688+11.7% |
| Admin fee / account holder | $87 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |