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 | $43,316 | $165,335-73.8% | $149,696-71.1% | $158,922-72.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.23% | 348.15%-312.9pp | 276.60%-241.4pp | 302.83%-267.6pp |
| Employer contribution / active EE | $26,641 | $5,103+422.1% | $4,644+473.6% | $4,761+459.6% |
| Participant deferral / active EE | $17,624 | $7,181+145.4% | $6,842+157.6% | $5,982+194.6% |
| Admin fee / account holder | $189 | $10,807-98.2% | $9,309-98.0% | $11,246-98.3% |