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 | $25,299 | $165,335-84.7% | $149,696-83.1% | $158,922-84.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.26% | 348.15%-325.9pp | 276.60%-254.3pp | 302.83%-280.6pp |
| Employer contribution / active EE | $2,028 | $5,103-60.3% | $4,644-56.3% | $4,761-57.4% |
| Participant deferral / active EE | $5,337 | $7,181-25.7% | $6,842-22.0% | $5,982-10.8% |
| Admin fee / account holder | $195 | $10,807-98.2% | $9,309-97.9% | $11,246-98.3% |