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 6-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 | $51,550 | $100,852-48.9% | $90,404-43.0% | $158,922-67.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.57% | 1724.20%-1712.6pp | 1293.02%-1281.4pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,302 | $3,689-37.6% | $3,262-29.4% | $4,761-51.7% |
| Participant deferral / active EE | $22,286 | $4,348+412.6% | $3,963+462.3% | $5,982+272.5% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |