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 | $21,976 | $121,625-81.9% | $104,607-79.0% | $158,922-86.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 36.69% | 465.26%-428.6pp | 340.46%-303.8pp | 302.83%-266.1pp |
| Employer contribution / active EE | $23,009 | $3,163+627.5% | $2,681+758.3% | $4,761+383.3% |
| Participant deferral / active EE | $9,740 | $4,177+133.1% | $3,740+160.4% | $5,982+62.8% |
| Admin fee / account holder | $140 | $7,787-98.2% | $6,473-97.8% | $11,246-98.8% |