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 | $202,844 | $99,341+104.2% | $84,750+139.3% | $273,961-26.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.00% | 22.93%-15.9pp | 22.78%-15.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $3,111 | $4,214-26.2% | $3,574-13.0% | $4,869-36.1% |
| Participant deferral / active EE | $5,329 | $4,269+24.8% | $3,712+43.6% | $5,287+0.8% |
| Admin fee / account holder | $19 | $6,644-99.7% | $5,332-99.6% | $10,132-99.8% |