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 8-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 | $26,938 | $165,335-83.7% | $149,696-82.0% | $158,922-83.0% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 29.79% | 348.15%-318.4pp | 276.60%-246.8pp | 302.83%-273.0pp |
| Employer contribution / active EE | $7,396 | $5,103+44.9% | $4,644+59.3% | $4,761+55.3% |
| Participant deferral / active EE | $4,901 | $7,181-31.7% | $6,842-28.4% | $5,982-18.1% |
| Admin fee / account holder | $266 | $10,807-97.5% | $9,309-97.1% | $11,246-97.6% |