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 | $25,442 | $100,852-74.8% | $90,404-71.9% | $158,922-84.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 46.36% | 1724.20%-1677.8pp | 1293.02%-1246.7pp | 302.83%-256.5pp |
| Employer contribution / active EE | $4,161 | $3,689+12.8% | $3,262+27.6% | $4,761-12.6% |
| Participant deferral / active EE | $9,964 | $4,348+129.2% | $3,963+151.4% | $5,982+66.6% |
| Admin fee / account holder | $96 | $6,501-98.5% | $5,611-98.3% | $11,246-99.1% |