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 | $153,663 | $135,952+13.0% | $123,892+24.0% | $273,961-43.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.27% | 56.63%-48.4pp | 47.52%-39.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $19,325 | $5,170+273.8% | $4,617+318.6% | $4,869+296.9% |
| Participant deferral / active EE | $14,476 | $6,343+128.2% | $5,984+141.9% | $5,287+173.8% |
| Admin fee / account holder | $217 | $9,817-97.8% | $8,357-97.4% | $10,132-97.9% |