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 | $67,875 | $100,852-32.7% | $90,404-24.9% | $158,922-57.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.57% | 1724.20%-1715.6pp | 1293.02%-1284.4pp | 302.83%-294.3pp |
| Employer contribution / active EE | $2,572 | $3,689-30.3% | $3,262-21.2% | $4,761-46.0% |
| Participant deferral / active EE | $8,126 | $4,348+86.9% | $3,963+105.0% | $5,982+35.8% |
| Admin fee / account holder | $94 | $6,501-98.6% | $5,611-98.3% | $11,246-99.2% |