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 | $232,386 | $181,894+27.8% | $156,549+48.4% | $273,961-15.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.84% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $3,650 | $6,248-41.6% | $5,501-33.7% | $4,869-25.0% |
| Participant deferral / active EE | $7,157 | $5,550+29.0% | $4,871+46.9% | $5,287+35.4% |
| Admin fee / account holder | $218 | $15,559-98.6% | $13,027-98.3% | $10,132-97.9% |