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 | $155,686 | $153,772+1.2% | $133,980+16.2% | $273,961-43.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.49% | 36.51%-30.0pp | 29.30%-22.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,360 | $6,029-60.9% | $5,211-54.7% | $4,869-51.5% |
| Participant deferral / active EE | $10,500 | $6,958+50.9% | $6,282+67.1% | $5,287+98.6% |
| Admin fee / account holder | $56 | $11,765-99.5% | $9,324-99.4% | $10,132-99.4% |