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 | $47,533 | $100,852-52.9% | $90,404-47.4% | $158,922-70.1% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 14.75% | 1724.20%-1709.5pp | 1293.02%-1278.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,401 | $3,689-62.0% | $3,262-57.1% | $4,761-70.6% |
| Participant deferral / active EE | $4,319 | $4,348-0.7% | $3,963+9.0% | $5,982-27.8% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |