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 8-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 | $17,617 | $100,852-82.5% | $90,404-80.5% | $158,922-88.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.78% | 1724.20%-1698.4pp | 1293.02%-1267.2pp | 302.83%-277.0pp |
| Employer contribution / active EE | $2,587 | $3,689-29.9% | $3,262-20.7% | $4,761-45.7% |
| Participant deferral / active EE | $4,896 | $4,348+12.6% | $3,963+23.5% | $5,982-18.2% |
| Admin fee / account holder | $113 | $6,501-98.3% | $5,611-98.0% | $11,246-99.0% |