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 | $25,508 | $100,852-74.7% | $90,404-71.8% | $158,922-83.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.71% | 1724.20%-1703.5pp | 1293.02%-1272.3pp | 302.83%-282.1pp |
| Employer contribution / active EE | $2,450 | $3,689-33.6% | $3,262-24.9% | $4,761-48.5% |
| Participant deferral / active EE | $4,652 | $4,348+7.0% | $3,963+17.4% | $5,982-22.2% |
| Admin fee / account holder | $131 | $6,501-98.0% | $5,611-97.7% | $11,246-98.8% |