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 | $22,722 | $100,852-77.5% | $90,404-74.9% | $158,922-85.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.28% | 1724.20%-1698.9pp | 1293.02%-1267.7pp | 302.83%-277.5pp |
| Employer contribution / active EE | $1,311 | $3,689-64.5% | $3,262-59.8% | $4,761-72.5% |
| Participant deferral / active EE | $7,914 | $4,348+82.0% | $3,963+99.7% | $5,982+32.3% |
| Admin fee / account holder | $143 | $6,501-97.8% | $5,611-97.5% | $11,246-98.7% |