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 | $173,981 | $181,894-4.4% | $156,549+11.1% | $273,961-36.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.68% | 30.74%-24.1pp | 32.23%-25.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $9,620 | $6,248+54.0% | $5,501+74.9% | $4,869+97.6% |
| Participant deferral / active EE | $6,365 | $5,550+14.7% | $4,871+30.7% | $5,287+20.4% |
| Admin fee / account holder | $120 | $15,559-99.2% | $13,027-99.1% | $10,132-98.8% |