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 | $46,317 | $165,335-72.0% | $149,696-69.1% | $158,922-70.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.82% | 348.15%-314.3pp | 276.60%-242.8pp | 302.83%-269.0pp |
| Employer contribution / active EE | $5,809 | $5,103+13.8% | $4,644+25.1% | $4,761+22.0% |
| Participant deferral / active EE | $17,360 | $7,181+141.7% | $6,842+153.7% | $5,982+190.2% |
| Admin fee / account holder | $95 | $10,807-99.1% | $9,309-99.0% | $11,246-99.2% |