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 | $70,999 | $165,335-57.1% | $149,696-52.6% | $158,922-55.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.07% | 348.15%-324.1pp | 276.60%-252.5pp | 302.83%-278.8pp |
| Employer contribution / active EE | $3,803 | $5,103-25.5% | $4,644-18.1% | $4,761-20.1% |
| Participant deferral / active EE | $12,971 | $7,181+80.6% | $6,842+89.6% | $5,982+116.8% |
| Admin fee / account holder | $18 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |