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 | $61,766 | $165,335-62.6% | $149,696-58.7% | $158,922-61.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.30% | 348.15%-332.9pp | 276.60%-261.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $4,544 | $5,103-11.0% | $4,644-2.2% | $4,761-4.6% |
| Participant deferral / active EE | $13,852 | $7,181+92.9% | $6,842+102.5% | $5,982+131.6% |
| Admin fee / account holder | $285 | $10,807-97.4% | $9,309-96.9% | $11,246-97.5% |