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 | $30,854 | $100,852-69.4% | $90,404-65.9% | $158,922-80.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.20% | 1724.20%-1710.0pp | 1293.02%-1278.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,639 | $3,689-55.6% | $3,262-49.7% | $4,761-65.6% |
| Participant deferral / active EE | $4,839 | $4,348+11.3% | $3,963+22.1% | $5,982-19.1% |
| Admin fee / account holder | $271 | $6,501-95.8% | $5,611-95.2% | $11,246-97.6% |