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 | $41,825 | $100,852-58.5% | $90,404-53.7% | $158,922-73.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.27% | 1724.20%-1707.9pp | 1293.02%-1276.7pp | 302.83%-286.6pp |
| Employer contribution / active EE | $3,654 | $3,689-0.9% | $3,262+12.0% | $4,761-23.3% |
| Participant deferral / active EE | $7,129 | $4,348+64.0% | $3,963+79.9% | $5,982+19.2% |
| Admin fee / account holder | $8 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |