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 7-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 | $9,820 | $100,852-90.3% | $90,404-89.1% | $158,922-93.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 52.14% | 1724.20%-1672.1pp | 1293.02%-1240.9pp | 302.83%-250.7pp |
| Employer contribution / active EE | $2,281 | $3,689-38.2% | $3,262-30.1% | $4,761-52.1% |
| Participant deferral / active EE | $3,614 | $4,348-16.9% | $3,963-8.8% | $5,982-39.6% |
| Admin fee / account holder | $62 | $6,501-99.0% | $5,611-98.9% | $11,246-99.4% |