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 9-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 | $70,953 | $209,411-66.1% | $178,490-60.2% | $158,922-55.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.90% | 188.75%-180.9pp | 151.07%-143.2pp | 302.83%-294.9pp |
| Employer contribution / active EE | $6,088 | $5,706+6.7% | $5,011+21.5% | $4,761+27.9% |
| Participant deferral / active EE | $17,333 | $5,954+191.1% | $5,202+233.2% | $5,982+189.8% |
| Admin fee / account holder | $127 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |