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 | $22,613 | $100,852-77.6% | $90,404-75.0% | $158,922-85.8% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 37.76% | 1724.20%-1686.4pp | 1293.02%-1255.3pp | 302.83%-265.1pp |
| Employer contribution / active EE | $3,696 | $3,689+0.2% | $3,262+13.3% | $4,761-22.4% |
| Participant deferral / active EE | $8,744 | $4,348+101.1% | $3,963+120.6% | $5,982+46.2% |
| Admin fee / account holder | $113 | $6,501-98.3% | $5,611-98.0% | $11,246-99.0% |