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 5-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 | $100,704 | $100,852-0.1% | $90,404+11.4% | $158,922-36.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 34.96% | 1724.20%-1689.2pp | 1293.02%-1258.1pp | 302.83%-267.9pp |
| Employer contribution / active EE | $1,676 | $3,689-54.6% | $3,262-48.6% | $4,761-64.8% |
| Participant deferral / active EE | $14,227 | $4,348+227.2% | $3,963+259.0% | $5,982+137.8% |
| Admin fee / account holder | $10 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |