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 9-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 | $35,140 | $209,411-83.2% | $178,490-80.3% | $158,922-77.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.33% | 188.75%-177.4pp | 151.07%-139.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $8,077 | $5,706+41.5% | $5,011+61.2% | $4,761+69.6% |
| Participant deferral / active EE | $6,551 | $5,954+10.0% | $5,202+25.9% | $5,982+9.5% |
| Admin fee / account holder | $269 | $17,074-98.4% | $13,984-98.1% | $11,246-97.6% |