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 | $8,176 | $81,625-90.0% | $58,482-86.0% | $139,434-94.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 16.71% | 7404.20%-7387.5pp | 4239.32%-4222.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $3,025 | $1,398+116.3% | $1,053+187.2% | $4,751-36.3% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $1,924-100.0% | $6,710-100.0% |
| Admin fee / account holder | $49 | $3,265-98.5% | $2,516-98.0% | $11,403-99.6% |