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 | $40,308 | $165,335-75.6% | $149,696-73.1% | $158,922-74.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.90% | 348.15%-333.2pp | 276.60%-261.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,254 | $5,103-55.8% | $4,644-51.5% | $4,761-52.7% |
| Participant deferral / active EE | $9,937 | $7,181+38.4% | $6,842+45.2% | $5,982+66.1% |
| Admin fee / account holder | $161 | $10,807-98.5% | $9,309-98.3% | $11,246-98.6% |