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 | $40,436 | $228,332-82.3% | $185,823-78.2% | $158,922-74.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 24.80% | 40.80%-16.0pp | 35.95%-11.2pp | 302.83%-278.0pp |
| Employer contribution / active EE | $3,006 | $4,967-39.5% | $4,087-26.5% | $4,761-36.9% |
| Participant deferral / active EE | $16,649 | $6,415+159.5% | $5,632+195.6% | $5,982+178.3% |
| Admin fee / account holder | $101 | $11,864-99.2% | $9,500-98.9% | $11,246-99.1% |