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 | $164,381 | $165,335-0.6% | $149,696+9.8% | $158,922+3.4% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 12.70% | 348.15%-335.4pp | 276.60%-263.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $17,379 | $5,103+240.6% | $4,644+274.2% | $4,761+265.0% |
| Participant deferral / active EE | $3,686 | $7,181-48.7% | $6,842-46.1% | $5,982-38.4% |
| Admin fee / account holder | $226 | $10,807-97.9% | $9,309-97.6% | $11,246-98.0% |