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 4-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 | $10,950 | $94,338-88.4% | $100,534-89.1% | $142,382-92.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 0.00% | 29.20%-29.2pp | 32.66%-32.7pp | 217.08%-217.1pp |
| Employer contribution / active EE | $3,846 | $4,237-9.2% | $4,346-11.5% | $4,299-10.5% |
| Participant deferral / active EE | $9,624 | $5,934+62.2% | $6,144+56.6% | $6,507+47.9% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |