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 | $157,420 | $127,100+23.9% | $105,738+48.9% | $135,375+16.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 9.83% | 4.49%+5.3pp | 6.27%+3.6pp | 519.73%-509.9pp |
| Employer contribution / active EE | $1,889 | $4,107-54.0% | $3,268-42.2% | $4,779-60.5% |
| Participant deferral / active EE | $5,074 | $5,064+0.2% | $4,080+24.4% | $5,609-9.5% |
| Admin fee / account holder | $237 | $9,087-97.4% | $6,913-96.6% | $10,827-97.8% |