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 | $162,465 | $214,378-24.2% | $200,582-19.0% | $142,382+14.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.30% | 46.41%-28.1pp | 42.33%-24.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,956 | $6,841-27.6% | $6,419-22.8% | $4,299+15.3% |
| Participant deferral / active EE | $7,772 | $9,865-21.2% | $9,331-16.7% | $6,507+19.4% |
| Admin fee / account holder | $7 | $17,692-100.0% | $16,305-100.0% | $12,624-99.9% |