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 7-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 | $25,353 | $202,432-87.5% | $169,368-85.0% | $139,434-81.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.25% | 531.74%-517.5pp | 405.60%-391.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $4,722 | $4,692+0.6% | $4,013+17.7% | $4,751-0.6% |
| Participant deferral / active EE | $8,631 | $6,938+24.4% | $6,221+38.7% | $6,710+28.6% |
| Admin fee / account holder | $151 | $10,708-98.6% | $9,003-98.3% | $11,403-98.7% |