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 | $30,706 | $165,335-81.4% | $149,696-79.5% | $158,922-80.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.14% | 348.15%-322.0pp | 276.60%-250.5pp | 302.83%-276.7pp |
| Employer contribution / active EE | $1,710 | $5,103-66.5% | $4,644-63.2% | $4,761-64.1% |
| Participant deferral / active EE | $5,945 | $7,181-17.2% | $6,842-13.1% | $5,982-0.6% |
| Admin fee / account holder | $34 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |