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 | $19,351 | $100,852-80.8% | $90,404-78.6% | $158,922-87.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 27.80% | 1724.20%-1696.4pp | 1293.02%-1265.2pp | 302.83%-275.0pp |
| Employer contribution / active EE | $1,906 | $3,689-48.3% | $3,262-41.6% | $4,761-60.0% |
| Participant deferral / active EE | $3,687 | $4,348-15.2% | $3,963-7.0% | $5,982-38.4% |
| Admin fee / account holder | $73 | $6,501-98.9% | $5,611-98.7% | $11,246-99.4% |