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 | $55,913 | $165,335-66.2% | $149,696-62.6% | $158,922-64.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.21% | 348.15%-325.9pp | 276.60%-254.4pp | 302.83%-280.6pp |
| Employer contribution / active EE | $7,558 | $5,103+48.1% | $4,644+62.7% | $4,761+58.7% |
| Participant deferral / active EE | $8,691 | $7,181+21.0% | $6,842+27.0% | $5,982+45.3% |
| Admin fee / account holder | $76 | $10,807-99.3% | $9,309-99.2% | $11,246-99.3% |