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 | $22,839 | $100,852-77.4% | $90,404-74.7% | $158,922-85.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 28.26% | 1724.20%-1695.9pp | 1293.02%-1264.8pp | 302.83%-274.6pp |
| Employer contribution / active EE | $2,093 | $3,689-43.3% | $3,262-35.8% | $4,761-56.0% |
| Participant deferral / active EE | $5,257 | $4,348+20.9% | $3,963+32.6% | $5,982-12.1% |
| Admin fee / account holder | $297 | $6,501-95.4% | $5,611-94.7% | $11,246-97.4% |