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 | $28,414 | $165,335-82.8% | $149,696-81.0% | $158,922-82.1% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 21.29% | 348.15%-326.9pp | 276.60%-255.3pp | 302.83%-281.5pp |
| Employer contribution / active EE | $2,820 | $5,103-44.7% | $4,644-39.3% | $4,761-40.8% |
| Participant deferral / active EE | $7,555 | $7,181+5.2% | $6,842+10.4% | $5,982+26.3% |
| Admin fee / account holder | $146 | $10,807-98.6% | $9,309-98.4% | $11,246-98.7% |