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 | $237,680 | $181,894+30.7% | $156,549+51.8% | $273,961-13.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.34% | 30.74%-23.4pp | 32.23%-24.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $3,111 | $6,248-50.2% | $5,501-43.5% | $4,869-36.1% |
| Participant deferral / active EE | $8,717 | $5,550+57.1% | $4,871+78.9% | $5,287+64.9% |
| Admin fee / account holder | $157 | $15,559-99.0% | $13,027-98.8% | $10,132-98.5% |