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 | $36,970 | $60,124-38.5% | $90,404-59.1% | $79,858-53.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 21.90% | 71.94%-50.0pp | 1293.02%-1271.1pp | 31.71%-9.8pp |
| Employer contribution / active EE | $2,387 | $2,068+15.4% | $3,262-26.8% | $2,471-3.4% |
| Participant deferral / active EE | $4,361 | $2,938+48.4% | $3,963+10.0% | $3,740+16.6% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |