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 | $71,987 | $100,852-28.6% | $90,404-20.4% | $158,922-54.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.07% | 1724.20%-1710.1pp | 1293.02%-1278.9pp | 302.83%-288.8pp |
| Employer contribution / active EE | $7,186 | $3,689+94.8% | $3,262+120.3% | $4,761+50.9% |
| Participant deferral / active EE | $2,537 | $4,348-41.7% | $3,963-36.0% | $5,982-57.6% |
| Admin fee / account holder | $176 | $6,501-97.3% | $5,611-96.9% | $11,246-98.4% |