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 5-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 | $40,957 | $202,432-79.8% | $169,368-75.8% | $139,434-70.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.69% | 531.74%-520.0pp | 405.60%-393.9pp | 372.94%-361.2pp |
| Employer contribution / active EE | $6,608 | $4,692+40.8% | $4,013+64.7% | $4,751+39.1% |
| Participant deferral / active EE | $8,525 | $6,938+22.9% | $6,221+37.0% | $6,710+27.0% |
| Admin fee / account holder | $261 | $10,708-97.6% | $9,003-97.1% | $11,403-97.7% |