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 | $64,932 | $165,335-60.7% | $149,696-56.6% | $158,922-59.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.75% | 348.15%-326.4pp | 276.60%-254.9pp | 302.83%-281.1pp |
| Employer contribution / active EE | $8,371 | $5,103+64.1% | $4,644+80.2% | $4,761+75.8% |
| Participant deferral / active EE | $6,022 | $7,181-16.1% | $6,842-12.0% | $5,982+0.7% |
| Admin fee / account holder | $229 | $10,807-97.9% | $9,309-97.5% | $11,246-98.0% |