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 | $85,191 | $181,894-53.2% | $156,549-45.6% | $273,961-68.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.36% | 30.74%-24.4pp | 32.23%-25.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $17,291 | $6,248+176.7% | $5,501+214.3% | $4,869+255.1% |
| Participant deferral / active EE | $12,910 | $5,550+132.6% | $4,871+165.0% | $5,287+144.2% |
| Admin fee / account holder | -$9 | $15,559-100.1% | $13,027-100.1% | $10,132-100.1% |