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 | $161,345 | $201,272-19.8% | $184,203-12.4% | $145,922+10.6% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 14.82% | 29.00%-14.2pp | 28.81%-14.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $5,996 | $7,022-14.6% | $6,427-6.7% | $4,660+28.7% |
| Participant deferral / active EE | $10,068 | $9,806+2.7% | $9,131+10.3% | $6,688+50.5% |
| Admin fee / account holder | $66 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |