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 | $59,744 | $165,335-63.9% | $149,696-60.1% | $158,922-62.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.86% | 348.15%-325.3pp | 276.60%-253.7pp | 302.83%-280.0pp |
| Employer contribution / active EE | $15,349 | $5,103+200.8% | $4,644+230.5% | $4,761+222.4% |
| Participant deferral / active EE | $14,163 | $7,181+97.2% | $6,842+107.0% | $5,982+136.8% |
| Admin fee / account holder | $91 | $10,807-99.2% | $9,309-99.0% | $11,246-99.2% |