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 | $58,873 | $165,335-64.4% | $149,696-60.7% | $158,922-63.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.09% | 348.15%-318.1pp | 276.60%-246.5pp | 302.83%-272.7pp |
| Employer contribution / active EE | $4,067 | $5,103-20.3% | $4,644-12.4% | $4,761-14.6% |
| Participant deferral / active EE | $21,985 | $7,181+206.1% | $6,842+221.3% | $5,982+267.5% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |