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 | $23,937 | $165,335-85.5% | $149,696-84.0% | $158,922-84.9% |
| Participation rate | 78.9% | 84.6%-5.6pp | 82.5%-3.5pp | 82.0%-3.0pp |
| Annual return | 53.00% | 348.15%-295.1pp | 276.60%-223.6pp | 302.83%-249.8pp |
| Employer contribution / active EE | $2,195 | $5,103-57.0% | $4,644-52.7% | $4,761-53.9% |
| Participant deferral / active EE | $2,596 | $7,181-63.8% | $6,842-62.0% | $5,982-56.6% |
| Admin fee / account holder | $111 | $10,807-99.0% | $9,309-98.8% | $11,246-99.0% |