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 | $49,396 | $88,751-44.3% | $81,812-39.6% | $145,922-66.1% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.3%+14.3pp | 80.3%+6.4pp |
| Annual return | 18.51% | 1025.40%-1006.9pp | 773.79%-755.3pp | 561.29%-542.8pp |
| Employer contribution / active EE | $1,542 | $3,083-50.0% | $2,912-47.1% | $4,660-66.9% |
| Participant deferral / active EE | $2,880 | $4,643-38.0% | $4,319-33.3% | $6,688-56.9% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |