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 | $183,023 | $135,952+34.6% | $123,892+47.7% | $273,961-33.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.25% | 56.63%-50.4pp | 47.52%-41.3pp | 41.45%-35.2pp |
| Employer contribution / active EE | $6,120 | $5,170+18.4% | $4,617+32.6% | $4,869+25.7% |
| Participant deferral / active EE | $10,354 | $6,343+63.2% | $5,984+73.0% | $5,287+95.8% |
| Admin fee / account holder | $38 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |