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 9-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 | $50,338 | $100,852-50.1% | $90,404-44.3% | $158,922-68.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.17% | 1724.20%-1704.0pp | 1293.02%-1272.8pp | 302.83%-282.7pp |
| Employer contribution / active EE | $6,200 | $3,689+68.1% | $3,262+90.1% | $4,761+30.2% |
| Participant deferral / active EE | $5,200 | $4,348+19.6% | $3,963+31.2% | $5,982-13.1% |
| Admin fee / account holder | $291 | $6,501-95.5% | $5,611-94.8% | $11,246-97.4% |