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 7-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 | $25,838 | $115,770-77.7% | $101,248-74.5% | $158,922-83.7% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 34.32% | 56.14%-21.8pp | 46.47%-12.2pp | 302.83%-268.5pp |
| Employer contribution / active EE | $2,042 | $4,175-51.1% | $3,660-44.2% | $4,761-57.1% |
| Participant deferral / active EE | $5,397 | $4,957+8.9% | $4,370+23.5% | $5,982-9.8% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |