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 | $26,752 | $96,956-72.4% | $70,014-61.8% | $273,961-90.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 17.61% | 12.93%+4.7pp | 12.99%+4.6pp | 41.45%-23.8pp |
| Employer contribution / active EE | $7,716 | $3,316+132.7% | $2,338+230.0% | $4,869+58.5% |
| Participant deferral / active EE | $10,802 | $3,744+188.5% | $2,931+268.6% | $5,287+104.3% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |