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 | $125,982 | $153,772-18.1% | $133,980-6.0% | $273,961-54.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.64% | 36.51%-23.9pp | 29.30%-16.7pp | 41.45%-28.8pp |
| Employer contribution / active EE | $10,614 | $6,029+76.1% | $5,211+103.7% | $4,869+118.0% |
| Participant deferral / active EE | $6,573 | $6,958-5.5% | $6,282+4.6% | $5,287+24.3% |
| Admin fee / account holder | $275 | $11,765-97.7% | $9,324-97.0% | $10,132-97.3% |