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 | $31,401 | $70,756-55.6% | $65,493-52.1% | $142,382-77.9% |
| Participation rate | 78.6% | 77.4%+1.2pp | 73.1%+5.5pp | 80.1%-1.5pp |
| Annual return | 14.53% | 1754.89%-1740.4pp | 982.45%-967.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $403 | $2,881-86.0% | $2,574-84.4% | $4,299-90.6% |
| Participant deferral / active EE | $3,029 | $4,637-34.7% | $3,961-23.5% | $6,507-53.4% |
| Admin fee / account holder | $8 | $6,559-99.9% | $5,028-99.8% | $12,624-99.9% |