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 5-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 | $24,076 | $165,335-85.4% | $149,696-83.9% | $158,922-84.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 32.22% | 348.15%-315.9pp | 276.60%-244.4pp | 302.83%-270.6pp |
| Employer contribution / active EE | $1,524 | $5,103-70.1% | $4,644-67.2% | $4,761-68.0% |
| Participant deferral / active EE | $8,804 | $7,181+22.6% | $6,842+28.7% | $5,982+47.2% |
| Admin fee / account holder | $59 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |