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 | $77,883 | $100,852-22.8% | $90,404-13.9% | $158,922-51.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.28% | 1724.20%-1712.9pp | 1293.02%-1281.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $3,168 | $3,689-14.1% | $3,262-2.9% | $4,761-33.5% |
| Participant deferral / active EE | $2,481 | $4,348-42.9% | $3,963-37.4% | $5,982-58.5% |
| Admin fee / account holder | $79 | $6,501-98.8% | $5,611-98.6% | $11,246-99.3% |