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 | $76,012 | $100,852-24.6% | $90,404-15.9% | $158,922-52.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.14% | 1724.20%-1715.1pp | 1293.02%-1283.9pp | 302.83%-293.7pp |
| Employer contribution / active EE | $3,909 | $3,689+6.0% | $3,262+19.8% | $4,761-17.9% |
| Participant deferral / active EE | $2,913 | $4,348-33.0% | $3,963-26.5% | $5,982-51.3% |
| Admin fee / account holder | $295 | $6,501-95.5% | $5,611-94.7% | $11,246-97.4% |