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 | $41,742 | $165,335-74.8% | $149,696-72.1% | $158,922-73.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 34.38% | 348.15%-313.8pp | 276.60%-242.2pp | 302.83%-268.4pp |
| Employer contribution / active EE | $12,857 | $5,103+152.0% | $4,644+176.8% | $4,761+170.0% |
| Participant deferral / active EE | $10,779 | $7,181+50.1% | $6,842+57.5% | $5,982+80.2% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |