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 9-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 | $30,080 | $124,281-75.8% | $109,143-72.4% | $167,490-82.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 22.02% | 26.04%-4.0pp | 25.75%-3.7pp | 478.56%-456.5pp |
| Employer contribution / active EE | $1,715 | $4,207-59.2% | $3,722-53.9% | $4,837-64.6% |
| Participant deferral / active EE | $5,555 | $5,255+5.7% | $4,653+19.4% | $6,341-12.4% |
| Admin fee / account holder | $91 | $7,970-98.9% | $6,752-98.7% | $12,309-99.3% |