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 | $32,165 | $165,335-80.5% | $149,696-78.5% | $158,922-79.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.37% | 348.15%-326.8pp | 276.60%-255.2pp | 302.83%-281.5pp |
| Employer contribution / active EE | $2,937 | $5,103-42.4% | $4,644-36.8% | $4,761-38.3% |
| Participant deferral / active EE | $4,940 | $7,181-31.2% | $6,842-27.8% | $5,982-17.4% |
| Admin fee / account holder | $154 | $10,807-98.6% | $9,309-98.3% | $11,246-98.6% |