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 | $32,773 | $153,311-78.6% | $109,313-70.0% | $273,961-88.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 27.76% | 29.86%-2.1pp | 22.07%+5.7pp | 41.45%-13.7pp |
| Employer contribution / active EE | $653 | $5,619-88.4% | $3,892-83.2% | $4,869-86.6% |
| Participant deferral / active EE | $653 | $3,932-83.4% | $3,166-79.4% | $5,287-87.7% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |