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 | $27,818 | $176,056-84.2% | $159,436-82.6% | $167,490-83.4% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 23.35% | 331.75%-308.4pp | 263.57%-240.2pp | 478.56%-455.2pp |
| Employer contribution / active EE | $1,903 | $5,297-64.1% | $4,829-60.6% | $4,837-60.7% |
| Participant deferral / active EE | $8,118 | $7,750+4.7% | $7,352+10.4% | $6,341+28.0% |
| Admin fee / account holder | $226 | $12,554-98.2% | $10,799-97.9% | $12,309-98.2% |