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 | $33,614 | $165,335-79.7% | $149,696-77.5% | $158,922-78.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.16% | 348.15%-315.0pp | 276.60%-243.4pp | 302.83%-269.7pp |
| Employer contribution / active EE | $5,122 | $5,103+0.4% | $4,644+10.3% | $4,761+7.6% |
| Participant deferral / active EE | $13,846 | $7,181+92.8% | $6,842+102.4% | $5,982+131.5% |
| Admin fee / account holder | $204 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |