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 | $143,957 | $148,978-3.4% | $200,582-28.2% | $84,808+69.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.66% | 28.16%-13.5pp | 42.33%-27.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,854 | $4,815-40.7% | $6,419-55.5% | $2,631+8.5% |
| Participant deferral / active EE | $3,982 | $7,142-44.2% | $9,331-57.3% | $4,212-5.4% |
| Admin fee / account holder | $19 | $13,977-99.9% | $16,305-99.9% | $7,344-99.7% |