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 8-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 | $26,696 | $102,828-74.0% | $105,387-74.7% | $152,861-82.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.53% | 20.85%-0.3pp | 26.82%-6.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $3,310 | $4,473-26.0% | $4,213-21.4% | $4,762-30.5% |
| Participant deferral / active EE | $3,894 | $5,465-28.7% | $5,502-29.2% | $5,850-33.4% |
| Admin fee / account holder | $75 | $8,683-99.1% | $6,559-98.9% | $11,596-99.4% |