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 | $14,886 | $100,852-85.2% | $90,404-83.5% | $158,922-90.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 36.34% | 1724.20%-1687.9pp | 1293.02%-1256.7pp | 302.83%-266.5pp |
| Employer contribution / active EE | $1,764 | $3,689-52.2% | $3,262-45.9% | $4,761-63.0% |
| Participant deferral / active EE | $6,455 | $4,348+48.5% | $3,963+62.9% | $5,982+7.9% |
| Admin fee / account holder | $204 | $6,501-96.9% | $5,611-96.4% | $11,246-98.2% |