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 | $73,216 | $165,335-55.7% | $149,696-51.1% | $158,922-53.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.65% | 348.15%-333.5pp | 276.60%-262.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,244 | $5,103-56.0% | $4,644-51.7% | $4,761-52.9% |
| Participant deferral / active EE | $2,828 | $7,181-60.6% | $6,842-58.7% | $5,982-52.7% |
| Admin fee / account holder | $21 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |