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 | $48,108 | $100,852-52.3% | $90,404-46.8% | $158,922-69.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.51% | 1724.20%-1711.7pp | 1293.02%-1280.5pp | 302.83%-290.3pp |
| Employer contribution / active EE | $1,007 | $3,689-72.7% | $3,262-69.1% | $4,761-78.8% |
| Participant deferral / active EE | $2,003 | $4,348-53.9% | $3,963-49.5% | $5,982-66.5% |
| Admin fee / account holder | $8 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |