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 | $43,379 | $100,852-57.0% | $90,404-52.0% | $158,922-72.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.00% | 1724.20%-1704.2pp | 1293.02%-1273.0pp | 302.83%-282.8pp |
| Employer contribution / active EE | $3,095 | $3,689-16.1% | $3,262-5.1% | $4,761-35.0% |
| Participant deferral / active EE | $4,736 | $4,348+8.9% | $3,963+19.5% | $5,982-20.8% |
| Admin fee / account holder | $250 | $6,501-96.2% | $5,611-95.5% | $11,246-97.8% |