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 | $31,844 | $165,335-80.7% | $149,696-78.7% | $158,922-80.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.32% | 348.15%-319.8pp | 276.60%-248.3pp | 302.83%-274.5pp |
| Employer contribution / active EE | $11,710 | $5,103+129.5% | $4,644+152.1% | $4,761+146.0% |
| Participant deferral / active EE | $6,657 | $7,181-7.3% | $6,842-2.7% | $5,982+11.3% |
| Admin fee / account holder | $283 | $10,807-97.4% | $9,309-97.0% | $11,246-97.5% |