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 | $33,566 | $100,852-66.7% | $90,404-62.9% | $158,922-78.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.42% | 1724.20%-1710.8pp | 1293.02%-1279.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $3,011 | $3,689-18.4% | $3,262-7.7% | $4,761-36.8% |
| Participant deferral / active EE | $6,241 | $4,348+43.6% | $3,963+57.5% | $5,982+4.3% |
| Admin fee / account holder | $10 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |