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 | $32,312 | $165,335-80.5% | $149,696-78.4% | $158,922-79.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.70% | 348.15%-328.4pp | 276.60%-256.9pp | 302.83%-283.1pp |
| Employer contribution / active EE | $4,945 | $5,103-3.1% | $4,644+6.5% | $4,761+3.9% |
| Participant deferral / active EE | $4,945 | $7,181-31.1% | $6,842-27.7% | $5,982-17.3% |
| Admin fee / account holder | $218 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |