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 | $32,638 | $100,852-67.6% | $90,404-63.9% | $158,922-79.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 29.04% | 1724.20%-1695.2pp | 1293.02%-1264.0pp | 302.83%-273.8pp |
| Employer contribution / active EE | $3,394 | $3,689-8.0% | $3,262+4.0% | $4,761-28.7% |
| Participant deferral / active EE | $7,968 | $4,348+83.3% | $3,963+101.0% | $5,982+33.2% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |