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 | $26,899 | $165,335-83.7% | $149,696-82.0% | $158,922-83.1% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 23.01% | 348.15%-325.1pp | 276.60%-253.6pp | 302.83%-279.8pp |
| Employer contribution / active EE | $1,958 | $5,103-61.6% | $4,644-57.8% | $4,761-58.9% |
| Participant deferral / active EE | $3,974 | $7,181-44.7% | $6,842-41.9% | $5,982-33.6% |
| Admin fee / account holder | $95 | $10,807-99.1% | $9,309-99.0% | $11,246-99.2% |