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 | $184,292 | $153,772+19.8% | $133,980+37.6% | $273,961-32.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.94% | 36.51%-27.6pp | 29.30%-20.4pp | 41.45%-32.5pp |
| Employer contribution / active EE | $4,060 | $6,029-32.7% | $5,211-22.1% | $4,869-16.6% |
| Participant deferral / active EE | $14,013 | $6,958+101.4% | $6,282+123.1% | $5,287+165.0% |
| Admin fee / account holder | $13 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |