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 | $117,754 | $135,952-13.4% | $123,892-5.0% | $273,961-57.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.49% | 56.63%-49.1pp | 47.52%-40.0pp | 41.45%-34.0pp |
| Employer contribution / active EE | $5,411 | $5,170+4.7% | $4,617+17.2% | $4,869+11.1% |
| Participant deferral / active EE | $6,750 | $6,343+6.4% | $5,984+12.8% | $5,287+27.7% |
| Admin fee / account holder | $22 | $9,817-99.8% | $8,357-99.7% | $10,132-99.8% |