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 | $25,554 | $109,817-76.7% | $98,442-74.0% | $167,490-84.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 25.52% | 1956.69%-1931.2pp | 1492.73%-1467.2pp | 478.56%-453.0pp |
| Employer contribution / active EE | $2,388 | $3,224-25.9% | $2,960-19.3% | $4,837-50.6% |
| Participant deferral / active EE | $9,412 | $4,673+101.4% | $4,276+120.1% | $6,341+48.4% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |