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 | $24,679 | $226,064-89.1% | $182,532-86.5% | $152,861-83.9% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 22.34% | 192.51%-170.2pp | 148.54%-126.2pp | 345.32%-323.0pp |
| Employer contribution / active EE | $775 | $4,978-84.4% | $4,076-81.0% | $4,762-83.7% |
| Participant deferral / active EE | $6,200 | $6,368-2.6% | $5,524+12.2% | $5,850+6.0% |
| Admin fee / account holder | $261 | $10,703-97.6% | $8,592-97.0% | $11,596-97.8% |