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 | $71,863 | $100,852-28.7% | $90,404-20.5% | $158,922-54.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.13% | 1724.20%-1709.1pp | 1293.02%-1277.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,854 | $3,689-49.7% | $3,262-43.2% | $4,761-61.1% |
| Participant deferral / active EE | $4,732 | $4,348+8.8% | $3,963+19.4% | $5,982-20.9% |
| Admin fee / account holder | $193 | $6,501-97.0% | $5,611-96.6% | $11,246-98.3% |