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 | $26,997 | $175,202-84.6% | $149,673-82.0% | $139,434-80.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 17.21% | 166.71%-149.5pp | 134.42%-117.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,670 | $5,474-69.5% | $4,818-65.3% | $4,751-64.9% |
| Participant deferral / active EE | $2,447 | $6,519-62.5% | $5,680-56.9% | $6,710-63.5% |
| Admin fee / account holder | $242 | $16,150-98.5% | $13,210-98.2% | $11,403-97.9% |