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 | $28,739 | $100,852-71.5% | $90,404-68.2% | $158,922-81.9% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 9.77% | 1724.20%-1714.4pp | 1293.02%-1283.2pp | 302.83%-293.1pp |
| Employer contribution / active EE | $827 | $3,689-77.6% | $3,262-74.6% | $4,761-82.6% |
| Participant deferral / active EE | $3,403 | $4,348-21.7% | $3,963-14.1% | $5,982-43.1% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |