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 | $97,559 | $165,335-41.0% | $149,696-34.8% | $158,922-38.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.18% | 348.15%-326.0pp | 276.60%-254.4pp | 302.83%-280.6pp |
| Employer contribution / active EE | $5,258 | $5,103+3.0% | $4,644+13.2% | $4,761+10.4% |
| Participant deferral / active EE | $12,346 | $7,181+71.9% | $6,842+80.5% | $5,982+106.4% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |