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 10-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 | $31,426 | $165,335-81.0% | $149,696-79.0% | $158,922-80.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.13% | 348.15%-325.0pp | 276.60%-253.5pp | 302.83%-279.7pp |
| Employer contribution / active EE | $4,780 | $5,103-6.3% | $4,644+2.9% | $4,761+0.4% |
| Participant deferral / active EE | $7,604 | $7,181+5.9% | $6,842+11.1% | $5,982+27.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |