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 | $37,393 | $100,852-62.9% | $90,404-58.6% | $158,922-76.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.59% | 1724.20%-1705.6pp | 1293.02%-1274.4pp | 302.83%-284.2pp |
| Employer contribution / active EE | $4,646 | $3,689+26.0% | $3,262+42.4% | $4,761-2.4% |
| Participant deferral / active EE | $4,101 | $4,348-5.7% | $3,963+3.5% | $5,982-31.5% |
| Admin fee / account holder | $296 | $6,501-95.5% | $5,611-94.7% | $11,246-97.4% |