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 | $21,574 | $202,432-89.3% | $169,368-87.3% | $139,434-84.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.89% | 531.74%-507.8pp | 405.60%-381.7pp | 372.94%-349.1pp |
| Employer contribution / active EE | $3,329 | $4,692-29.1% | $4,013-17.0% | $4,751-29.9% |
| Participant deferral / active EE | $10,118 | $6,938+45.8% | $6,221+62.6% | $6,710+50.8% |
| Admin fee / account holder | $176 | $10,708-98.4% | $9,003-98.0% | $11,403-98.5% |