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 | $123,844 | $100,852+22.8% | $90,404+37.0% | $158,922-22.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 32.97% | 1724.20%-1691.2pp | 1293.02%-1260.0pp | 302.83%-269.9pp |
| Employer contribution / active EE | $3,377 | $3,689-8.5% | $3,262+3.5% | $4,761-29.1% |
| Participant deferral / active EE | $7,165 | $4,348+64.8% | $3,963+80.8% | $5,982+19.8% |
| Admin fee / account holder | $22 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |