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 | $47,327 | $100,852-53.1% | $90,404-47.6% | $158,922-70.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.87% | 1724.20%-1713.3pp | 1293.02%-1282.1pp | 302.83%-292.0pp |
| Employer contribution / active EE | $6,000 | $3,689+62.7% | $3,262+83.9% | $4,761+26.0% |
| Participant deferral / active EE | $19,500 | $4,348+348.5% | $3,963+392.0% | $5,982+226.0% |
| Admin fee / account holder | $137 | $6,501-97.9% | $5,611-97.6% | $11,246-98.8% |