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 | $10,030 | $109,817-90.9% | $98,442-89.8% | $167,490-94.0% |
| Participation rate | 94.7% | 75.8%+18.9pp | 73.3%+21.4pp | 82.1%+12.6pp |
| Annual return | 29.93% | 1956.69%-1926.8pp | 1492.73%-1462.8pp | 478.56%-448.6pp |
| Employer contribution / active EE | $1,136 | $3,224-64.8% | $2,960-61.6% | $4,837-76.5% |
| Participant deferral / active EE | $5,537 | $4,673+18.5% | $4,276+29.5% | $6,341-12.7% |
| Admin fee / account holder | $3 | $6,753-100.0% | $5,949-99.9% | $12,309-100.0% |