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 10-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 | $65,844 | $100,852-34.7% | $90,404-27.2% | $158,922-58.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.77% | 1724.20%-1709.4pp | 1293.02%-1278.2pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,380 | $3,689-35.5% | $3,262-27.0% | $4,761-50.0% |
| Participant deferral / active EE | $9,858 | $4,348+126.7% | $3,963+148.7% | $5,982+64.8% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |