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 | $38,011 | $165,335-77.0% | $149,696-74.6% | $158,922-76.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.57% | 348.15%-336.6pp | 276.60%-265.0pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,427 | $5,103-52.4% | $4,644-47.8% | $4,761-49.0% |
| Participant deferral / active EE | $3,092 | $7,181-56.9% | $6,842-54.8% | $5,982-48.3% |
| Admin fee / account holder | $171 | $10,807-98.4% | $9,309-98.2% | $11,246-98.5% |