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 | $57,121 | $209,411-72.7% | $178,490-68.0% | $158,922-64.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.71% | 188.75%-179.0pp | 151.07%-141.4pp | 302.83%-293.1pp |
| Employer contribution / active EE | $3,895 | $5,706-31.7% | $5,011-22.3% | $4,761-18.2% |
| Participant deferral / active EE | $8,667 | $5,954+45.6% | $5,202+66.6% | $5,982+44.9% |
| Admin fee / account holder | $163 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |