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 | $24,602 | $165,335-85.1% | $149,696-83.6% | $158,922-84.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.55% | 348.15%-325.6pp | 276.60%-254.0pp | 302.83%-280.3pp |
| Employer contribution / active EE | $2,415 | $5,103-52.7% | $4,644-48.0% | $4,761-49.3% |
| Participant deferral / active EE | $7,626 | $7,181+6.2% | $6,842+11.5% | $5,982+27.5% |
| Admin fee / account holder | $215 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |