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 | $20,917 | $100,852-79.3% | $90,404-76.9% | $158,922-86.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.21% | 1724.20%-1702.0pp | 1293.02%-1270.8pp | 302.83%-280.6pp |
| Employer contribution / active EE | $1,778 | $3,689-51.8% | $3,262-45.5% | $4,761-62.7% |
| Participant deferral / active EE | $2,586 | $4,348-40.5% | $3,963-34.8% | $5,982-56.8% |
| Admin fee / account holder | $9 | $6,501-99.9% | $5,611-99.8% | $11,246-99.9% |