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 | $32,660 | $209,411-84.4% | $178,490-81.7% | $158,922-79.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.78% | 188.75%-169.0pp | 151.07%-131.3pp | 302.83%-283.0pp |
| Employer contribution / active EE | $7,165 | $5,706+25.6% | $5,011+43.0% | $4,761+50.5% |
| Participant deferral / active EE | $5,248 | $5,954-11.9% | $5,202+0.9% | $5,982-12.3% |
| Admin fee / account holder | $115 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |