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 7-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 | $193,448 | $167,484+15.5% | $151,611+27.6% | $134,475+43.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -14.29% | 7.80%-22.1pp | 3.33%-17.6pp | 417.96%-432.3pp |
| Employer contribution / active EE | $10,060 | $6,829+47.3% | $6,166+63.2% | $4,740+112.3% |
| Participant deferral / active EE | $12,883 | $8,986+43.4% | $8,363+54.0% | $6,400+101.3% |
| Admin fee / account holder | $91 | $13,783-99.3% | $11,616-99.2% | $11,426-99.2% |