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 | $64,514 | $165,335-61.0% | $149,696-56.9% | $158,922-59.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.15% | 348.15%-324.0pp | 276.60%-252.5pp | 302.83%-278.7pp |
| Employer contribution / active EE | $6,642 | $5,103+30.2% | $4,644+43.0% | $4,761+39.5% |
| Participant deferral / active EE | $5,235 | $7,181-27.1% | $6,842-23.5% | $5,982-12.5% |
| Admin fee / account holder | $158 | $10,807-98.5% | $9,309-98.3% | $11,246-98.6% |