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 | $33,438 | $100,852-66.8% | $90,404-63.0% | $158,922-79.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 27.40% | 1724.20%-1696.8pp | 1293.02%-1265.6pp | 302.83%-275.4pp |
| Employer contribution / active EE | $1,274 | $3,689-65.5% | $3,262-61.0% | $4,761-73.2% |
| Participant deferral / active EE | $2,955 | $4,348-32.0% | $3,963-25.4% | $5,982-50.6% |
| Admin fee / account holder | $2 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |