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 | $143,425 | $100,852+42.2% | $90,404+58.6% | $158,922-9.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.39% | 1724.20%-1698.8pp | 1293.02%-1267.6pp | 302.83%-277.4pp |
| Employer contribution / active EE | $2,040 | $3,689-44.7% | $3,262-37.5% | $4,761-57.2% |
| Participant deferral / active EE | $17,654 | $4,348+306.0% | $3,963+345.4% | $5,982+195.1% |
| Admin fee / account holder | $60 | $6,501-99.1% | $5,611-98.9% | $11,246-99.5% |