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 7-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 | $22,289 | $100,852-77.9% | $90,404-75.3% | $158,922-86.0% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 30.60% | 1724.20%-1693.6pp | 1293.02%-1262.4pp | 302.83%-272.2pp |
| Employer contribution / active EE | $3,051 | $3,689-17.3% | $3,262-6.5% | $4,761-35.9% |
| Participant deferral / active EE | $6,171 | $4,348+41.9% | $3,963+55.7% | $5,982+3.1% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |