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 | $34,654 | $118,680-70.8% | $98,907-65.0% | $158,922-78.2% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 26.43% | 372.35%-345.9pp | 196.43%-170.0pp | 302.83%-276.4pp |
| Employer contribution / active EE | $2,814 | $3,333-15.6% | $2,689+4.6% | $4,761-40.9% |
| Participant deferral / active EE | $11,529 | $5,088+126.6% | $4,244+171.6% | $5,982+92.7% |
| Admin fee / account holder | $4 | $10,131-100.0% | $6,642-99.9% | $11,246-100.0% |