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 8-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 | $217,662 | $369,662-41.1% | $366,691-40.6% | $430,769-49.5% |
| Participation rate | 100.0% | 91.0%+9.0pp | 89.1%+10.9pp | 90.6%+9.4pp |
| Annual return | 5.49% | 4.14%+1.3pp | 4.33%+1.2pp | 10.77%-5.3pp |
| Employer contribution / active EE | $10,000 | $20,741-51.8% | $20,650-51.6% | $26,022-61.6% |
| Participant deferral / active EE | $0 | $11,019-100.0% | $10,692-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $28,289-100.0% | $27,257-100.0% | $18,309-100.0% |