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 | $52,784 | $108,642-51.4% | $74,701-29.3% | $152,861-65.5% |
| Participation rate | 72.7% | 65.3%+7.4pp | 54.5%+18.3pp | 82.4%-9.7pp |
| Annual return | 32.83% | 114.06%-81.2pp | 752.92%-720.1pp | 345.32%-312.5pp |
| Employer contribution / active EE | $1,628 | $1,503+8.3% | $1,084+50.2% | $4,762-65.8% |
| Participant deferral / active EE | $2,820 | $2,712+4.0% | $1,964+43.6% | $5,850-51.8% |
| Admin fee / account holder | $260 | $4,902-94.7% | $3,333-92.2% | $11,596-97.8% |