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 7-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 | $38,184 | $227,553-83.2% | $189,557-79.9% | $167,490-77.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 20.00% | 78.40%-58.4pp | 64.17%-44.2pp | 478.56%-458.6pp |
| Employer contribution / active EE | $644 | $5,316-87.9% | $4,412-85.4% | $4,837-86.7% |
| Participant deferral / active EE | $6,184 | $7,002-11.7% | $6,174+0.2% | $6,341-2.5% |
| Admin fee / account holder | $217 | $11,878-98.2% | $9,807-97.8% | $12,309-98.2% |