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 | $44,754 | $100,852-55.6% | $90,404-50.5% | $158,922-71.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.10% | 1724.20%-1701.1pp | 1293.02%-1269.9pp | 302.83%-279.7pp |
| Employer contribution / active EE | $4,151 | $3,689+12.5% | $3,262+27.3% | $4,761-12.8% |
| Participant deferral / active EE | $7,157 | $4,348+64.6% | $3,963+80.6% | $5,982+19.6% |
| Admin fee / account holder | $169 | $6,501-97.4% | $5,611-97.0% | $11,246-98.5% |