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 | $30,279 | $100,852-70.0% | $90,404-66.5% | $158,922-80.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.88% | 1724.20%-1705.3pp | 1293.02%-1274.1pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,067 | $3,689-71.1% | $3,262-67.3% | $4,761-77.6% |
| Participant deferral / active EE | $3,771 | $4,348-13.3% | $3,963-4.9% | $5,982-37.0% |
| Admin fee / account holder | $254 | $6,501-96.1% | $5,611-95.5% | $11,246-97.7% |