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 | $34,384 | $58,927-41.6% | $76,817-55.2% | $72,985-52.9% |
| Participation rate | 73.2% | 67.3%+5.9pp | 72.1%+1.1pp | 69.5%+3.7pp |
| Annual return | 42.46% | 2305.64%-2263.2pp | 1166.11%-1123.6pp | 81.00%-38.5pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,776 | $2,690-34.0% | $3,336-46.8% | $3,607-50.8% |
| Admin fee / account holder | $41 | $4,013-99.0% | $6,420-99.4% | $5,124-99.2% |