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 9-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 | $47,274 | $180,449-73.8% | $154,107-69.3% | $135,375-65.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.94% | 888.09%-884.2pp | 735.12%-731.2pp | 519.73%-515.8pp |
| Employer contribution / active EE | $2,843 | $6,035-52.9% | $5,298-46.3% | $4,779-40.5% |
| Participant deferral / active EE | $6,607 | $5,806+13.8% | $5,081+30.0% | $5,609+17.8% |
| Admin fee / account holder | $16 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |