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 | $10,822 | $100,852-89.3% | $90,404-88.0% | $158,922-93.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.79% | 1724.20%-1701.4pp | 1293.02%-1270.2pp | 302.83%-280.0pp |
| Employer contribution / active EE | $1,514 | $3,689-59.0% | $3,262-53.6% | $4,761-68.2% |
| Participant deferral / active EE | $2,339 | $4,348-46.2% | $3,963-41.0% | $5,982-60.9% |
| Admin fee / account holder | $247 | $6,501-96.2% | $5,611-95.6% | $11,246-97.8% |