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 | $73,745 | $100,852-26.9% | $90,404-18.4% | $158,922-53.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 15.81% | 1724.20%-1708.4pp | 1293.02%-1277.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $3,137 | $3,689-15.0% | $3,262-3.8% | $4,761-34.1% |
| Participant deferral / active EE | $10,599 | $4,348+143.8% | $3,963+167.4% | $5,982+77.2% |
| Admin fee / account holder | $292 | $6,501-95.5% | $5,611-94.8% | $11,246-97.4% |