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 | $97,132 | $100,852-3.7% | $90,404+7.4% | $158,922-38.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.97% | 1724.20%-1705.2pp | 1293.02%-1274.0pp | 302.83%-283.9pp |
| Employer contribution / active EE | $11,746 | $3,689+218.4% | $3,262+260.1% | $4,761+146.7% |
| Participant deferral / active EE | $13,000 | $4,348+199.0% | $3,963+228.0% | $5,982+117.3% |
| Admin fee / account holder | $255 | $6,501-96.1% | $5,611-95.5% | $11,246-97.7% |