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 | $33,713 | $100,852-66.6% | $90,404-62.7% | $158,922-78.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.10% | 1724.20%-1703.1pp | 1293.02%-1271.9pp | 302.83%-281.7pp |
| Employer contribution / active EE | $2,412 | $3,689-34.6% | $3,262-26.1% | $4,761-49.3% |
| Participant deferral / active EE | $5,284 | $4,348+21.5% | $3,963+33.3% | $5,982-11.7% |
| Admin fee / account holder | $213 | $6,501-96.7% | $5,611-96.2% | $11,246-98.1% |