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 | $203,962 | $153,772+32.6% | $133,980+52.2% | $273,961-25.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.59% | 36.51%-28.9pp | 29.30%-21.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $19,329 | $6,029+220.6% | $5,211+270.9% | $4,869+297.0% |
| Participant deferral / active EE | $22,250 | $6,958+219.8% | $6,282+254.2% | $5,287+320.8% |
| Admin fee / account holder | $9 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |