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 5-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 | $32,878 | $165,335-80.1% | $149,696-78.0% | $158,922-79.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.71% | 348.15%-327.4pp | 276.60%-255.9pp | 302.83%-282.1pp |
| Employer contribution / active EE | $4,551 | $5,103-10.8% | $4,644-2.0% | $4,761-4.4% |
| Participant deferral / active EE | $6,500 | $7,181-9.5% | $6,842-5.0% | $5,982+8.7% |
| Admin fee / account holder | $271 | $10,807-97.5% | $9,309-97.1% | $11,246-97.6% |