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 | $16,833 | $60,124-72.0% | $90,404-81.4% | $79,858-78.9% |
| Participation rate | 94.0% | 65.0%+29.0pp | 72.7%+21.3pp | 69.6%+24.4pp |
| Annual return | 130.42% | 71.94%+58.5pp | 1293.02%-1162.6pp | 31.71%+98.7pp |
| Employer contribution / active EE | $1,785 | $2,068-13.7% | $3,262-45.3% | $2,471-27.8% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $232 | $3,976-94.2% | $5,611-95.9% | $5,306-95.6% |