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 3-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 | $6,257 | $109,982-94.3% | $97,226-93.6% | $145,922-95.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.13% | 242.90%-231.8pp | 75.13%-64.0pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,043 | $3,084-66.2% | $2,729-61.8% | $4,660-77.6% |
| Participant deferral / active EE | $2,211 | $4,676-52.7% | $4,264-48.2% | $6,688-66.9% |
| Admin fee / account holder | $168 | $6,221-97.3% | $5,654-97.0% | $13,397-98.7% |