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 9-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 | $173,189 | $167,484+3.4% | $151,611+14.2% | $134,475+28.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 19.81% | 7.80%+12.0pp | 3.33%+16.5pp | 417.96%-398.2pp |
| Employer contribution / active EE | $8,333 | $6,829+22.0% | $6,166+35.2% | $4,740+75.8% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $147 | $13,783-98.9% | $11,616-98.7% | $11,426-98.7% |