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 | $35,235 | $100,852-65.1% | $90,404-61.0% | $158,922-77.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.96% | 1724.20%-1709.2pp | 1293.02%-1278.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $3,639 | $3,689-1.3% | $3,262+11.6% | $4,761-23.6% |
| Participant deferral / active EE | $917 | $4,348-78.9% | $3,963-76.9% | $5,982-84.7% |
| Admin fee / account holder | $11 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |