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 | $28,848 | $165,335-82.6% | $149,696-80.7% | $158,922-81.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.34% | 348.15%-325.8pp | 276.60%-254.3pp | 302.83%-280.5pp |
| Employer contribution / active EE | $1,574 | $5,103-69.2% | $4,644-66.1% | $4,761-66.9% |
| Participant deferral / active EE | $10,621 | $7,181+47.9% | $6,842+55.2% | $5,982+77.6% |
| Admin fee / account holder | $10 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |