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 | $227,668 | $165,335+37.7% | $149,696+52.1% | $158,922+43.3% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 12.00% | 348.15%-336.1pp | 276.60%-264.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $13,977 | $5,103+173.9% | $4,644+200.9% | $4,761+193.6% |
| Participant deferral / active EE | $14,589 | $7,181+103.2% | $6,842+113.2% | $5,982+143.9% |
| Admin fee / account holder | $127 | $10,807-98.8% | $9,309-98.6% | $11,246-98.9% |