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 | $24,690 | $108,642-77.3% | $74,701-66.9% | $152,861-83.8% |
| Participation rate | 71.4% | 65.3%+6.1pp | 54.5%+17.0pp | 82.4%-11.0pp |
| Annual return | 30.84% | 114.06%-83.2pp | 752.92%-722.1pp | 345.32%-314.5pp |
| Employer contribution / active EE | $14 | $1,503-99.0% | $1,084-98.7% | $4,762-99.7% |
| Participant deferral / active EE | $345 | $2,712-87.3% | $1,964-82.4% | $5,850-94.1% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |