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 | $57,422 | $165,335-65.3% | $149,696-61.6% | $158,922-63.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.49% | 348.15%-320.7pp | 276.60%-249.1pp | 302.83%-275.3pp |
| Employer contribution / active EE | $11,325 | $5,103+121.9% | $4,644+143.8% | $4,761+137.9% |
| Participant deferral / active EE | $8,957 | $7,181+24.7% | $6,842+30.9% | $5,982+49.7% |
| Admin fee / account holder | $246 | $10,807-97.7% | $9,309-97.4% | $11,246-97.8% |