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 | $199,607 | $167,484+19.2% | $151,611+31.7% | $134,475+48.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -14.75% | 7.80%-22.6pp | 3.33%-18.1pp | 417.96%-432.7pp |
| Employer contribution / active EE | $8,939 | $6,829+30.9% | $6,166+45.0% | $4,740+88.6% |
| Participant deferral / active EE | $8,695 | $8,986-3.2% | $8,363+4.0% | $6,400+35.9% |
| Admin fee / account holder | $98 | $13,783-99.3% | $11,616-99.2% | $11,426-99.1% |