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 10-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 | $22,261 | $127,386-82.5% | $115,037-80.6% | $125,391-82.2% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | 3.93% | 31.28%-27.3pp | 26.14%-22.2pp | 282.22%-278.3pp |
| Employer contribution / active EE | $2,878 | $5,166-44.3% | $4,608-37.5% | $4,866-40.8% |
| Participant deferral / active EE | $7,522 | $6,423+17.1% | $6,026+24.8% | $5,352+40.6% |
| Admin fee / account holder | $224 | $9,516-97.6% | $8,175-97.3% | $9,540-97.7% |