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 7-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 | $75,602 | $165,335-54.3% | $149,696-49.5% | $158,922-52.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 40.68% | 348.15%-307.5pp | 276.60%-235.9pp | 302.83%-262.1pp |
| Employer contribution / active EE | $25,006 | $5,103+390.1% | $4,644+438.4% | $4,761+425.2% |
| Participant deferral / active EE | $11,187 | $7,181+55.8% | $6,842+63.5% | $5,982+87.0% |
| Admin fee / account holder | $270 | $10,807-97.5% | $9,309-97.1% | $11,246-97.6% |