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 | $16,130 | $100,852-84.0% | $90,404-82.2% | $158,922-89.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.76% | 1724.20%-1710.4pp | 1293.02%-1279.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,266 | $3,689-65.7% | $3,262-61.2% | $4,761-73.4% |
| Participant deferral / active EE | $2,334 | $4,348-46.3% | $3,963-41.1% | $5,982-61.0% |
| Admin fee / account holder | $38 | $6,501-99.4% | $5,611-99.3% | $11,246-99.7% |