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 | $108,557 | $165,335-34.3% | $149,696-27.5% | $158,922-31.7% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 18.73% | 348.15%-329.4pp | 276.60%-257.9pp | 302.83%-284.1pp |
| Employer contribution / active EE | $3,159 | $5,103-38.1% | $4,644-32.0% | $4,761-33.7% |
| Participant deferral / active EE | $6,971 | $7,181-2.9% | $6,842+1.9% | $5,982+16.5% |
| Admin fee / account holder | $58 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |