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 7-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 | $23,034 | $165,335-86.1% | $149,696-84.6% | $158,922-85.5% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 28.17% | 348.15%-320.0pp | 276.60%-248.4pp | 302.83%-274.7pp |
| Employer contribution / active EE | $3,990 | $5,103-21.8% | $4,644-14.1% | $4,761-16.2% |
| Participant deferral / active EE | $7,892 | $7,181+9.9% | $6,842+15.4% | $5,982+31.9% |
| Admin fee / account holder | $155 | $10,807-98.6% | $9,309-98.3% | $11,246-98.6% |