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 | $44,088 | $181,894-75.8% | $156,549-71.8% | $273,961-83.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.40% | 30.74%-20.3pp | 32.23%-21.8pp | 41.45%-31.1pp |
| Employer contribution / active EE | $20,867 | $6,248+234.0% | $5,501+279.3% | $4,869+328.6% |
| Participant deferral / active EE | $16,498 | $5,550+197.3% | $4,871+238.7% | $5,287+212.0% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |