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 | $47,417 | $165,335-71.3% | $149,696-68.3% | $158,922-70.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.28% | 348.15%-338.9pp | 276.60%-267.3pp | 302.83%-293.5pp |
| Employer contribution / active EE | $14,232 | $5,103+178.9% | $4,644+206.4% | $4,761+198.9% |
| Participant deferral / active EE | $8,495 | $7,181+18.3% | $6,842+24.2% | $5,982+42.0% |
| Admin fee / account holder | $247 | $10,807-97.7% | $9,309-97.3% | $11,246-97.8% |