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 8-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 | $20,549 | $100,852-79.6% | $90,404-77.3% | $158,922-87.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 21.92% | 1724.20%-1702.3pp | 1293.02%-1271.1pp | 302.83%-280.9pp |
| Employer contribution / active EE | $1,807 | $3,689-51.0% | $3,262-44.6% | $4,761-62.0% |
| Participant deferral / active EE | $4,967 | $4,348+14.2% | $3,963+25.3% | $5,982-17.0% |
| Admin fee / account holder | $18 | $6,501-99.7% | $5,611-99.7% | $11,246-99.8% |