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 | $32,505 | $100,852-67.8% | $90,404-64.0% | $158,922-79.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 376.48% | 1724.20%-1347.7pp | 1293.02%-916.5pp | 302.83%+73.7pp |
| Employer contribution / active EE | $1,888 | $3,689-48.8% | $3,262-42.1% | $4,761-60.3% |
| Participant deferral / active EE | $19,300 | $4,348+343.9% | $3,963+387.0% | $5,982+222.6% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |