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 | $28,733 | $100,852-71.5% | $90,404-68.2% | $158,922-81.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 33.95% | 1724.20%-1690.3pp | 1293.02%-1259.1pp | 302.83%-268.9pp |
| Employer contribution / active EE | $1,680 | $3,689-54.5% | $3,262-48.5% | $4,761-64.7% |
| Participant deferral / active EE | $10,500 | $4,348+141.5% | $3,963+164.9% | $5,982+75.5% |
| Admin fee / account holder | $89 | $6,501-98.6% | $5,611-98.4% | $11,246-99.2% |