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 | $38,628 | $165,335-76.6% | $149,696-74.2% | $158,922-75.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.74% | 348.15%-325.4pp | 276.60%-253.9pp | 302.83%-280.1pp |
| Employer contribution / active EE | $2,580 | $5,103-49.4% | $4,644-44.5% | $4,761-45.8% |
| Participant deferral / active EE | $7,850 | $7,181+9.3% | $6,842+14.7% | $5,982+31.2% |
| Admin fee / account holder | $3 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |