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 | $175,812 | $201,272-12.6% | $184,203-4.6% | $145,922+20.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.50% | 29.00%-16.5pp | 28.81%-16.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $6,179 | $7,022-12.0% | $6,427-3.9% | $4,660+32.6% |
| Participant deferral / active EE | $9,569 | $9,806-2.4% | $9,131+4.8% | $6,688+43.1% |
| Admin fee / account holder | $196 | $16,364-98.8% | $13,901-98.6% | $13,397-98.5% |