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 | $27,728 | $100,852-72.5% | $90,404-69.3% | $158,922-82.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.63% | 1724.20%-1705.6pp | 1293.02%-1274.4pp | 302.83%-284.2pp |
| Employer contribution / active EE | $2,379 | $3,689-35.5% | $3,262-27.1% | $4,761-50.0% |
| Participant deferral / active EE | $3,961 | $4,348-8.9% | $3,963-0.1% | $5,982-33.8% |
| Admin fee / account holder | $198 | $6,501-96.9% | $5,611-96.5% | $11,246-98.2% |