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 | $35,373 | $99,020-64.3% | $86,590-59.1% | $147,584-76.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.00% | 1312.34%-1296.3pp | 964.84%-948.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,938 | $3,132-6.2% | $2,839+3.5% | $4,876-39.8% |
| Participant deferral / active EE | $2,675 | $3,972-32.7% | $3,609-25.9% | $5,439-50.8% |
| Admin fee / account holder | $248 | $5,710-95.7% | $4,906-94.9% | $10,885-97.7% |