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 6-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 | $17,734 | $100,852-82.4% | $90,404-80.4% | $158,922-88.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 40.96% | 1724.20%-1683.2pp | 1293.02%-1252.1pp | 302.83%-261.9pp |
| Employer contribution / active EE | $4,155 | $3,689+12.7% | $3,262+27.4% | $4,761-12.7% |
| Participant deferral / active EE | $9,725 | $4,348+123.7% | $3,963+145.4% | $5,982+62.6% |
| Admin fee / account holder | $99 | $6,501-98.5% | $5,611-98.2% | $11,246-99.1% |