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 | $27,075 | $149,679-81.9% | $117,039-76.9% | $147,584-81.7% |
| Participation rate | 88.9% | 83.5%+5.4pp | 77.2%+11.7pp | 82.8%+6.1pp |
| Annual return | 26.57% | 19.31%+7.3pp | 18.95%+7.6pp | 578.55%-552.0pp |
| Employer contribution / active EE | $3,106 | $4,937-37.1% | $3,785-17.9% | $4,876-36.3% |
| Participant deferral / active EE | $5,743 | $4,912+16.9% | $3,929+46.2% | $5,439+5.6% |
| Admin fee / account holder | $233 | $7,856-97.0% | $5,974-96.1% | $10,885-97.9% |