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 | $22,775 | $165,335-86.2% | $149,696-84.8% | $158,922-85.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.80% | 348.15%-323.3pp | 276.60%-251.8pp | 302.83%-278.0pp |
| Employer contribution / active EE | $4,862 | $5,103-4.7% | $4,644+4.7% | $4,761+2.1% |
| Participant deferral / active EE | $6,414 | $7,181-10.7% | $6,842-6.2% | $5,982+7.2% |
| Admin fee / account holder | $49 | $10,807-99.5% | $9,309-99.5% | $11,246-99.6% |