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 | $9,108 | $92,703-90.2% | $82,719-89.0% | $134,475-93.2% |
| Participation rate | 81.3% | 75.2%+6.1pp | 72.6%+8.7pp | 81.2%0pp |
| Annual return | 129.41% | 944.92%-815.5pp | 701.18%-571.8pp | 417.96%-288.6pp |
| Employer contribution / active EE | $1,581 | $3,274-51.7% | $3,009-47.5% | $4,740-66.7% |
| Participant deferral / active EE | $2,587 | $4,802-46.1% | $4,395-41.1% | $6,400-59.6% |
| Admin fee / account holder | $124 | $5,983-97.9% | $5,329-97.7% | $11,426-98.9% |