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 | $74,422 | $108,642-31.5% | $74,701-0.4% | $152,861-51.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 18.64% | 114.06%-95.4pp | 752.92%-734.3pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,552 | $1,503+3.3% | $1,084+43.2% | $4,762-67.4% |
| Participant deferral / active EE | $4,798 | $2,712+76.9% | $1,964+144.3% | $5,850-18.0% |
| Admin fee / account holder | $52 | $4,902-98.9% | $3,333-98.4% | $11,596-99.5% |