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 | $8,470 | $96,635-91.2% | $86,612-90.2% | $139,434-93.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 26.57% | 106.41%-79.8pp | 591.07%-564.5pp | 372.94%-346.4pp |
| Employer contribution / active EE | $1,658 | $3,263-49.2% | $3,022-45.2% | $4,751-65.1% |
| Participant deferral / active EE | $2,105 | $4,836-56.5% | $4,438-52.6% | $6,710-68.6% |
| Admin fee / account holder | $12 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |