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 | $25,145 | $100,852-75.1% | $90,404-72.2% | $158,922-84.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.45% | 1724.20%-1702.8pp | 1293.02%-1271.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $2,427 | $3,689-34.2% | $3,262-25.6% | $4,761-49.0% |
| Participant deferral / active EE | $2,129 | $4,348-51.0% | $3,963-46.3% | $5,982-64.4% |
| Admin fee / account holder | $198 | $6,501-97.0% | $5,611-96.5% | $11,246-98.2% |