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 | $156,124 | $135,952+14.8% | $123,892+26.0% | $273,961-43.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.14% | 56.63%-47.5pp | 47.52%-38.4pp | 41.45%-32.3pp |
| Employer contribution / active EE | $3,500 | $5,170-32.3% | $4,617-24.2% | $4,869-28.1% |
| Participant deferral / active EE | $6,960 | $6,343+9.7% | $5,984+16.3% | $5,287+31.6% |
| Admin fee / account holder | $16 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |