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 | $26,600 | $157,256-83.1% | $141,162-81.2% | $152,861-82.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.98% | 64.32%-43.3pp | 71.39%-50.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $4,906 | $5,261-6.7% | $4,735+3.6% | $4,762+3.0% |
| Participant deferral / active EE | $8,912 | $7,109+25.4% | $6,709+32.8% | $5,850+52.3% |
| Admin fee / account holder | $123 | $12,120-99.0% | $10,261-98.8% | $11,596-98.9% |