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 7-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 | $89,775 | $165,335-45.7% | $149,696-40.0% | $158,922-43.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.04% | 348.15%-322.1pp | 276.60%-250.6pp | 302.83%-276.8pp |
| Employer contribution / active EE | $13,418 | $5,103+163.0% | $4,644+188.9% | $4,761+181.8% |
| Participant deferral / active EE | $11,938 | $7,181+66.2% | $6,842+74.5% | $5,982+99.6% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |