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 6-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 | $52,359 | $165,335-68.3% | $149,696-65.0% | $158,922-67.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.85% | 348.15%-321.3pp | 276.60%-249.8pp | 302.83%-276.0pp |
| Employer contribution / active EE | $6,074 | $5,103+19.0% | $4,644+30.8% | $4,761+27.6% |
| Participant deferral / active EE | $3,877 | $7,181-46.0% | $6,842-43.3% | $5,982-35.2% |
| Admin fee / account holder | $189 | $10,807-98.3% | $9,309-98.0% | $11,246-98.3% |