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 | $151,795 | $228,332-33.5% | $185,823-18.3% | $158,922-4.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.46% | 40.80%-27.3pp | 35.95%-22.5pp | 302.83%-289.4pp |
| Employer contribution / active EE | $16,411 | $4,967+230.4% | $4,087+301.5% | $4,761+244.7% |
| Participant deferral / active EE | $9,100 | $6,415+41.9% | $5,632+61.6% | $5,982+52.1% |
| Admin fee / account holder | $292 | $11,864-97.5% | $9,500-96.9% | $11,246-97.4% |