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 6-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 | $33,077 | $165,335-80.0% | $149,696-77.9% | $158,922-79.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 38.52% | 348.15%-309.6pp | 276.60%-238.1pp | 302.83%-264.3pp |
| Employer contribution / active EE | $3,550 | $5,103-30.4% | $4,644-23.6% | $4,761-25.4% |
| Participant deferral / active EE | $13,813 | $7,181+92.4% | $6,842+101.9% | $5,982+130.9% |
| Admin fee / account holder | $145 | $10,807-98.7% | $9,309-98.4% | $11,246-98.7% |