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 10-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 | $17,326 | $100,852-82.8% | $90,404-80.8% | $158,922-89.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.29% | 1724.20%-1709.9pp | 1293.02%-1278.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,963 | $3,689-46.8% | $3,262-39.8% | $4,761-58.8% |
| Participant deferral / active EE | $3,051 | $4,348-29.8% | $3,963-23.0% | $5,982-49.0% |
| Admin fee / account holder | $171 | $6,501-97.4% | $5,611-97.0% | $11,246-98.5% |