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 6-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 | $31,493 | $165,335-81.0% | $149,696-79.0% | $158,922-80.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.45% | 348.15%-312.7pp | 276.60%-241.2pp | 302.83%-267.4pp |
| Employer contribution / active EE | $3,036 | $5,103-40.5% | $4,644-34.6% | $4,761-36.2% |
| Participant deferral / active EE | $29,565 | $7,181+311.7% | $6,842+332.1% | $5,982+394.2% |
| Admin fee / account holder | $12 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |