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 | $165,843 | $153,772+7.9% | $133,980+23.8% | $273,961-39.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.78% | 36.51%-25.7pp | 29.30%-18.5pp | 41.45%-30.7pp |
| Employer contribution / active EE | $14,317 | $6,029+137.5% | $5,211+174.7% | $4,869+194.1% |
| Participant deferral / active EE | $7,624 | $6,958+9.6% | $6,282+21.4% | $5,287+44.2% |
| Admin fee / account holder | $47 | $11,765-99.6% | $9,324-99.5% | $10,132-99.5% |