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 | $19,693 | $176,662-88.9% | $130,648-84.9% | $152,861-87.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 22.39% | 2692.24%-2669.8pp | 1708.96%-1686.6pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,708 | $5,742-70.2% | $4,092-58.2% | $4,762-64.1% |
| Participant deferral / active EE | $802 | $4,361-81.6% | $3,603-77.7% | $5,850-86.3% |
| Admin fee / account holder | $139 | $7,133-98.1% | $5,464-97.5% | $11,596-98.8% |