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 | $57,421 | $165,335-65.3% | $149,696-61.6% | $158,922-63.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.42% | 348.15%-328.7pp | 276.60%-257.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $2,304 | $5,103-54.8% | $4,644-50.4% | $4,761-51.6% |
| Participant deferral / active EE | $7,316 | $7,181+1.9% | $6,842+6.9% | $5,982+22.3% |
| Admin fee / account holder | $263 | $10,807-97.6% | $9,309-97.2% | $11,246-97.7% |