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 | $57,814 | $181,894-68.2% | $156,549-63.1% | $273,961-78.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.81% | 30.74%-17.9pp | 32.23%-19.4pp | 41.45%-28.6pp |
| Employer contribution / active EE | $18,386 | $6,248+194.3% | $5,501+234.2% | $4,869+277.6% |
| Participant deferral / active EE | $9,635 | $5,550+73.6% | $4,871+97.8% | $5,287+82.2% |
| Admin fee / account holder | $86 | $15,559-99.4% | $13,027-99.3% | $10,132-99.2% |