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 | $27,940 | $165,335-83.1% | $149,696-81.3% | $158,922-82.4% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 19.61% | 348.15%-328.5pp | 276.60%-257.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $3,176 | $5,103-37.8% | $4,644-31.6% | $4,761-33.3% |
| Participant deferral / active EE | $4,256 | $7,181-40.7% | $6,842-37.8% | $5,982-28.8% |
| Admin fee / account holder | $104 | $10,807-99.0% | $9,309-98.9% | $11,246-99.1% |