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 | $190,446 | $167,484+13.7% | $151,611+25.6% | $134,475+41.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 1.90% | 7.80%-5.9pp | 3.33%-1.4pp | 417.96%-416.1pp |
| Employer contribution / active EE | $2,268 | $6,829-66.8% | $6,166-63.2% | $4,740-52.1% |
| Participant deferral / active EE | $15,475 | $8,986+72.2% | $8,363+85.0% | $6,400+141.8% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |