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 10-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 | $45,850 | $165,335-72.3% | $149,696-69.4% | $158,922-71.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.26% | 348.15%-331.9pp | 276.60%-260.3pp | 302.83%-286.6pp |
| Employer contribution / active EE | $7,509 | $5,103+47.1% | $4,644+61.7% | $4,761+57.7% |
| Participant deferral / active EE | $3,250 | $7,181-54.7% | $6,842-52.5% | $5,982-45.7% |
| Admin fee / account holder | $36 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |