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 | $57,385 | $100,852-43.1% | $90,404-36.5% | $158,922-63.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.97% | 1724.20%-1704.2pp | 1293.02%-1273.0pp | 302.83%-282.9pp |
| Employer contribution / active EE | $2,354 | $3,689-36.2% | $3,262-27.8% | $4,761-50.6% |
| Participant deferral / active EE | $7,481 | $4,348+72.1% | $3,963+88.7% | $5,982+25.0% |
| Admin fee / account holder | $74 | $6,501-98.9% | $5,611-98.7% | $11,246-99.3% |