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 | $154,187 | $181,894-15.2% | $156,549-1.5% | $273,961-43.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.74% | 30.74%-20.0pp | 32.23%-21.5pp | 41.45%-30.7pp |
| Employer contribution / active EE | $14,551 | $6,248+132.9% | $5,501+164.5% | $4,869+198.9% |
| Participant deferral / active EE | $11,871 | $5,550+113.9% | $4,871+143.7% | $5,287+124.5% |
| Admin fee / account holder | $14 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |