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 | $10,822 | $100,852-89.3% | $90,404-88.0% | $158,922-93.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 62.18% | 1724.20%-1662.0pp | 1293.02%-1230.8pp | 302.83%-240.6pp |
| Employer contribution / active EE | $1,508 | $3,689-59.1% | $3,262-53.8% | $4,761-68.3% |
| Participant deferral / active EE | $2,637 | $4,348-39.4% | $3,963-33.5% | $5,982-55.9% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |