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 | $27,174 | $100,852-73.1% | $90,404-69.9% | $158,922-82.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.70% | 1724.20%-1713.5pp | 1293.02%-1282.3pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,713 | $3,689-53.6% | $3,262-47.5% | $4,761-64.0% |
| Participant deferral / active EE | $2,088 | $4,348-52.0% | $3,963-47.3% | $5,982-65.1% |
| Admin fee / account holder | $220 | $6,501-96.6% | $5,611-96.1% | $11,246-98.0% |