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 | $98,753 | $176,056-43.9% | $159,436-38.1% | $167,490-41.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 31.47% | 331.75%-300.3pp | 263.57%-232.1pp | 478.56%-447.1pp |
| Employer contribution / active EE | $3,840 | $5,297-27.5% | $4,829-20.5% | $4,837-20.6% |
| Participant deferral / active EE | $8,958 | $7,750+15.6% | $7,352+21.8% | $6,341+41.3% |
| Admin fee / account holder | $14 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |