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 | $83,743 | $100,852-17.0% | $90,404-7.4% | $158,922-47.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.94% | 1724.20%-1712.3pp | 1293.02%-1281.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $2,093 | $3,689-43.3% | $3,262-35.8% | $4,761-56.0% |
| Participant deferral / active EE | $7,037 | $4,348+61.9% | $3,963+77.6% | $5,982+17.6% |
| Admin fee / account holder | $159 | $6,501-97.5% | $5,611-97.2% | $11,246-98.6% |