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 | $248,889 | $135,952+83.1% | $123,892+100.9% | $273,961-9.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.66% | 56.63%-51.0pp | 47.52%-41.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $5,889 | $5,170+13.9% | $4,617+27.6% | $4,869+21.0% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $106 | $9,817-98.9% | $8,357-98.7% | $10,132-99.0% |