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 | $26,816 | $210,648-87.3% | $177,989-84.9% | $145,922-81.6% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 11.43% | 385.86%-374.4pp | 294.48%-283.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,763 | $4,565-39.5% | $3,949-30.0% | $4,660-40.7% |
| Participant deferral / active EE | $10,837 | $6,958+55.8% | $6,276+72.7% | $6,688+62.0% |
| Admin fee / account holder | $136 | $12,013-98.9% | $10,363-98.7% | $13,397-99.0% |