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 7-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 | $12,095 | $100,852-88.0% | $90,404-86.6% | $158,922-92.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.41% | 1724.20%-1704.8pp | 1293.02%-1273.6pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,700 | $3,689-53.9% | $3,262-47.9% | $4,761-64.3% |
| Participant deferral / active EE | $2,582 | $4,348-40.6% | $3,963-34.9% | $5,982-56.8% |
| Admin fee / account holder | $174 | $6,501-97.3% | $5,611-96.9% | $11,246-98.5% |