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 | $24,649 | $109,817-77.6% | $98,442-75.0% | $167,490-85.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.52% | 1956.69%-1939.2pp | 1492.73%-1475.2pp | 478.56%-461.0pp |
| Employer contribution / active EE | $2,512 | $3,224-22.1% | $2,960-15.1% | $4,837-48.1% |
| Participant deferral / active EE | $6,280 | $4,673+34.4% | $4,276+46.9% | $6,341-1.0% |
| Admin fee / account holder | $40 | $6,753-99.4% | $5,949-99.3% | $12,309-99.7% |