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 | $183,478 | $181,894+0.9% | $156,549+17.2% | $273,961-33.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.23% | 30.74%-24.5pp | 32.23%-26.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $3,750 | $6,248-40.0% | $5,501-31.8% | $4,869-23.0% |
| Participant deferral / active EE | $4,860 | $5,550-12.4% | $4,871-0.2% | $5,287-8.1% |
| Admin fee / account holder | $37 | $15,559-99.8% | $13,027-99.7% | $10,132-99.6% |