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 | $38,743 | $88,751-56.3% | $81,812-52.6% | $145,922-73.4% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 21.86% | 1025.40%-1003.5pp | 773.79%-751.9pp | 561.29%-539.4pp |
| Employer contribution / active EE | $1,151 | $3,083-62.7% | $2,912-60.5% | $4,660-75.3% |
| Participant deferral / active EE | $1,569 | $4,643-66.2% | $4,319-63.7% | $6,688-76.5% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |