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 8-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 | $26,406 | $100,852-73.8% | $90,404-70.8% | $158,922-83.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 24.84% | 1724.20%-1699.4pp | 1293.02%-1268.2pp | 302.83%-278.0pp |
| Employer contribution / active EE | $2,445 | $3,689-33.7% | $3,262-25.1% | $4,761-48.7% |
| Participant deferral / active EE | $7,400 | $4,348+70.2% | $3,963+86.7% | $5,982+23.7% |
| Admin fee / account holder | $10 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |