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 8-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 | $61,327 | $165,335-62.9% | $149,696-59.0% | $158,922-61.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.76% | 348.15%-317.4pp | 276.60%-245.8pp | 302.83%-272.1pp |
| Employer contribution / active EE | $4,012 | $5,103-21.4% | $4,644-13.6% | $4,761-15.7% |
| Participant deferral / active EE | $9,585 | $7,181+33.5% | $6,842+40.1% | $5,982+60.2% |
| Admin fee / account holder | $62 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |