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 9-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 | $26,110 | $165,335-84.2% | $149,696-82.6% | $158,922-83.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.84% | 348.15%-327.3pp | 276.60%-255.8pp | 302.83%-282.0pp |
| Employer contribution / active EE | $2,920 | $5,103-42.8% | $4,644-37.1% | $4,761-38.7% |
| Participant deferral / active EE | $7,132 | $7,181-0.7% | $6,842+4.2% | $5,982+19.2% |
| Admin fee / account holder | $184 | $10,807-98.3% | $9,309-98.0% | $11,246-98.4% |