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 6-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 | $71,985 | $165,335-56.5% | $149,696-51.9% | $158,922-54.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.33% | 348.15%-324.8pp | 276.60%-253.3pp | 302.83%-279.5pp |
| Employer contribution / active EE | $8,850 | $5,103+73.4% | $4,644+90.6% | $4,761+85.9% |
| Participant deferral / active EE | $21,500 | $7,181+199.4% | $6,842+214.2% | $5,982+259.4% |
| Admin fee / account holder | $123 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |