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 5-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 | $39,016 | $114,047-65.8% | $96,139-59.4% | $167,490-76.7% |
| Participation rate | 90.9% | 75.1%+15.8pp | 68.4%+22.5pp | 82.1%+8.8pp |
| Annual return | 16.72% | 189.88%-173.2pp | 191.94%-175.2pp | 478.56%-461.8pp |
| Employer contribution / active EE | $1,613 | $3,427-52.9% | $2,797-42.3% | $4,837-66.7% |
| Participant deferral / active EE | $2,084 | $5,194-59.9% | $4,349-52.1% | $6,341-67.1% |
| Admin fee / account holder | $19 | $6,897-99.7% | $5,537-99.7% | $12,309-99.8% |