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 9-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 | $26,761 | $165,335-83.8% | $149,696-82.1% | $158,922-83.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.97% | 348.15%-323.2pp | 276.60%-251.6pp | 302.83%-277.9pp |
| Employer contribution / active EE | $3,384 | $5,103-33.7% | $4,644-27.1% | $4,761-28.9% |
| Participant deferral / active EE | $7,510 | $7,181+4.6% | $6,842+9.8% | $5,982+25.5% |
| Admin fee / account holder | $227 | $10,807-97.9% | $9,309-97.6% | $11,246-98.0% |