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 | $17,915 | $100,852-82.2% | $90,404-80.2% | $158,922-88.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 45.33% | 1724.20%-1678.9pp | 1293.02%-1247.7pp | 302.83%-257.5pp |
| Employer contribution / active EE | $1,789 | $3,689-51.5% | $3,262-45.2% | $4,761-62.4% |
| Participant deferral / active EE | $7,536 | $4,348+73.3% | $3,963+90.1% | $5,982+26.0% |
| Admin fee / account holder | $52 | $6,501-99.2% | $5,611-99.1% | $11,246-99.5% |