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 | $174,517 | $135,952+28.4% | $123,892+40.9% | $273,961-36.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.78% | 56.63%-48.8pp | 47.52%-39.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,979 | $5,170-23.0% | $4,617-13.8% | $4,869-18.3% |
| Participant deferral / active EE | $8,173 | $6,343+28.9% | $5,984+36.6% | $5,287+54.6% |
| Admin fee / account holder | $9 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |