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 9-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 | $21,361 | $100,852-78.8% | $90,404-76.4% | $158,922-86.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 38.39% | 1724.20%-1685.8pp | 1293.02%-1254.6pp | 302.83%-264.4pp |
| Employer contribution / active EE | $2,339 | $3,689-36.6% | $3,262-28.3% | $4,761-50.9% |
| Participant deferral / active EE | $4,225 | $4,348-2.8% | $3,963+6.6% | $5,982-29.4% |
| Admin fee / account holder | $135 | $6,501-97.9% | $5,611-97.6% | $11,246-98.8% |