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 | $35,392 | $30,400+16.4% | $53,898-34.3% | $84,808-58.3% |
| Participation rate | 87.5% | 46.4%+41.1pp | 55.0%+32.5pp | 68.3%+19.2pp |
| Annual return | 16.71% | 500.19%-483.5pp | 528.60%-511.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $5,314 | $603+781.6% | $932+470.1% | $2,631+102.0% |
| Participant deferral / active EE | $1,906 | $1,199+59.0% | $1,826+4.4% | $4,212-54.7% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |