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 | $19,348 | $115,770-83.3% | $101,248-80.9% | $158,922-87.8% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 25.50% | 56.14%-30.6pp | 46.47%-21.0pp | 302.83%-277.3pp |
| Employer contribution / active EE | $1,104 | $4,175-73.6% | $3,660-69.8% | $4,761-76.8% |
| Participant deferral / active EE | $1,406 | $4,957-71.6% | $4,370-67.8% | $5,982-76.5% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |