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 8-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 | $32,667 | $100,852-67.6% | $90,404-63.9% | $158,922-79.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.57% | 1724.20%-1711.6pp | 1293.02%-1280.4pp | 302.83%-290.3pp |
| Employer contribution / active EE | $916 | $3,689-75.2% | $3,262-71.9% | $4,761-80.8% |
| Participant deferral / active EE | $6,500 | $4,348+49.5% | $3,963+64.0% | $5,982+8.7% |
| Admin fee / account holder | $1 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |