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 | $24,437 | $165,335-85.2% | $149,696-83.7% | $158,922-84.6% |
| Participation rate | 73.7% | 84.6%-10.9pp | 82.5%-8.8pp | 82.0%-8.3pp |
| Annual return | 9.46% | 348.15%-338.7pp | 276.60%-267.1pp | 302.83%-293.4pp |
| Employer contribution / active EE | $2,265 | $5,103-55.6% | $4,644-51.2% | $4,761-52.4% |
| Participant deferral / active EE | $3,869 | $7,181-46.1% | $6,842-43.4% | $5,982-35.3% |
| Admin fee / account holder | $123 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |