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 | $110,258 | $167,484-34.2% | $151,611-27.3% | $134,475-18.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 11.31% | 7.80%+3.5pp | 3.33%+8.0pp | 417.96%-406.7pp |
| Employer contribution / active EE | $5,884 | $6,829-13.8% | $6,166-4.6% | $4,740+24.1% |
| Participant deferral / active EE | $9,719 | $8,986+8.2% | $8,363+16.2% | $6,400+51.9% |
| Admin fee / account holder | $257 | $13,783-98.1% | $11,616-97.8% | $11,426-97.8% |