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 | $49,279 | $165,335-70.2% | $149,696-67.1% | $158,922-69.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.97% | 348.15%-326.2pp | 276.60%-254.6pp | 302.83%-280.9pp |
| Employer contribution / active EE | $5,363 | $5,103+5.1% | $4,644+15.5% | $4,761+12.6% |
| Participant deferral / active EE | $9,705 | $7,181+35.1% | $6,842+41.9% | $5,982+62.2% |
| Admin fee / account holder | $149 | $10,807-98.6% | $9,309-98.4% | $11,246-98.7% |