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 | $41,955 | $228,332-81.6% | $185,823-77.4% | $158,922-73.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.81% | 40.80%-31.0pp | 35.95%-26.1pp | 302.83%-293.0pp |
| Employer contribution / active EE | $5,420 | $4,967+9.1% | $4,087+32.6% | $4,761+13.8% |
| Participant deferral / active EE | $9,220 | $6,415+43.7% | $5,632+63.7% | $5,982+54.1% |
| Admin fee / account holder | $210 | $11,864-98.2% | $9,500-97.8% | $11,246-98.1% |