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 | $41,963 | $99,079-57.6% | $77,999-46.2% | $273,961-84.7% |
| Participation rate | 95.2% | 78.6%+16.7pp | 75.5%+19.7pp | 83.0%+12.2pp |
| Annual return | 6.46% | 217.93%-211.5pp | 425.96%-419.5pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,242 | $3,308-32.2% | $2,470-9.2% | $4,869-54.0% |
| Participant deferral / active EE | $1,300 | $4,306-69.8% | $3,497-62.8% | $5,287-75.4% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |