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 7-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 | $36,997 | $165,335-77.6% | $149,696-75.3% | $158,922-76.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 37.64% | 348.15%-310.5pp | 276.60%-239.0pp | 302.83%-265.2pp |
| Employer contribution / active EE | $11,863 | $5,103+132.5% | $4,644+155.4% | $4,761+149.2% |
| Participant deferral / active EE | $7,257 | $7,181+1.1% | $6,842+6.1% | $5,982+21.3% |
| Admin fee / account holder | $17 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |