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 | $55,492 | $102,604-45.9% | $86,188-35.6% | $139,434-60.2% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 35.88% | 1922.51%-1886.6pp | 1168.45%-1132.6pp | 372.94%-337.1pp |
| Employer contribution / active EE | $1,933 | $3,032-36.3% | $2,380-18.8% | $4,751-59.3% |
| Participant deferral / active EE | $9,644 | $4,676+106.3% | $3,985+142.0% | $6,710+43.7% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |