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 6-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 | $64,945 | $76,738-15.4% | $56,411+15.1% | $145,922-55.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 17.81% | 2994.23%-2976.4pp | 1701.33%-1683.5pp | 561.29%-543.5pp |
| Employer contribution / active EE | $2,285 | $1,380+65.6% | $1,039+120.0% | $4,660-51.0% |
| Participant deferral / active EE | $16,410 | $2,623+525.7% | $1,952+740.7% | $6,688+145.4% |
| Admin fee / account holder | $195 | $3,334-94.2% | $2,829-93.1% | $13,397-98.5% |