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 10-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 | $51,455 | $165,335-68.9% | $149,696-65.6% | $158,922-67.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.07% | 348.15%-326.1pp | 276.60%-254.5pp | 302.83%-280.8pp |
| Employer contribution / active EE | $1,795 | $5,103-64.8% | $4,644-61.4% | $4,761-62.3% |
| Participant deferral / active EE | $6,654 | $7,181-7.3% | $6,842-2.7% | $5,982+11.2% |
| Admin fee / account holder | $28 | $10,807-99.7% | $9,309-99.7% | $11,246-99.7% |