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 | $129,569 | $181,894-28.8% | $156,549-17.2% | $273,961-52.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.48% | 30.74%-24.3pp | 32.23%-25.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $6,260 | $6,248+0.2% | $5,501+13.8% | $4,869+28.6% |
| Participant deferral / active EE | $5,186 | $5,550-6.6% | $4,871+6.5% | $5,287-1.9% |
| Admin fee / account holder | $11 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |