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 | $27,072 | $165,335-83.6% | $149,696-81.9% | $158,922-83.0% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 44.02% | 348.15%-304.1pp | 276.60%-232.6pp | 302.83%-258.8pp |
| Employer contribution / active EE | $3,521 | $5,103-31.0% | $4,644-24.2% | $4,761-26.0% |
| Participant deferral / active EE | $10,609 | $7,181+47.7% | $6,842+55.1% | $5,982+77.3% |
| Admin fee / account holder | $236 | $10,807-97.8% | $9,309-97.5% | $11,246-97.9% |