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 | $177,920 | $99,341+79.1% | $84,750+109.9% | $273,961-35.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.72% | 22.93%-17.2pp | 22.78%-17.1pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,897 | $4,214-31.2% | $3,574-18.9% | $4,869-40.5% |
| Participant deferral / active EE | $6,021 | $4,269+41.0% | $3,712+62.2% | $5,287+13.9% |
| Admin fee / account holder | $129 | $6,644-98.1% | $5,332-97.6% | $10,132-98.7% |