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 | $70,401 | $198,466-64.5% | $170,442-58.7% | $147,584-52.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.20% | 257.29%-244.1pp | 205.93%-192.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $4,491 | $6,184-27.4% | $5,433-17.3% | $4,876-7.9% |
| Participant deferral / active EE | $12,210 | $5,629+116.9% | $4,939+147.2% | $5,439+124.5% |
| Admin fee / account holder | $51 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |