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 8-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 | $34,721 | $176,056-80.3% | $159,436-78.2% | $167,490-79.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.62% | 331.75%-312.1pp | 263.57%-243.9pp | 478.56%-458.9pp |
| Employer contribution / active EE | $3,986 | $5,297-24.8% | $4,829-17.5% | $4,837-17.6% |
| Participant deferral / active EE | $9,653 | $7,750+24.6% | $7,352+31.3% | $6,341+52.2% |
| Admin fee / account holder | $278 | $12,554-97.8% | $10,799-97.4% | $12,309-97.7% |