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 | $51,815 | $93,071-44.3% | $74,583-30.5% | $273,961-81.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 18.79% | 26.18%-7.4pp | 20.47%-1.7pp | 41.45%-22.7pp |
| Employer contribution / active EE | $16,666 | $3,160+427.5% | $2,525+560.0% | $4,869+242.3% |
| Participant deferral / active EE | $583 | $4,160-86.0% | $3,458-83.1% | $5,287-89.0% |
| Admin fee / account holder | $228 | $5,272-95.7% | $4,138-94.5% | $10,132-97.8% |