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 | $10,825 | $100,852-89.3% | $90,404-88.0% | $158,922-93.2% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 34.06% | 1724.20%-1690.1pp | 1293.02%-1259.0pp | 302.83%-268.8pp |
| Employer contribution / active EE | $1,456 | $3,689-60.5% | $3,262-55.4% | $4,761-69.4% |
| Participant deferral / active EE | $3,177 | $4,348-26.9% | $3,963-19.9% | $5,982-46.9% |
| Admin fee / account holder | $48 | $6,501-99.3% | $5,611-99.1% | $11,246-99.6% |