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 | $6,632 | $96,635-93.1% | $86,612-92.3% | $139,434-95.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 63.44% | 106.41%-43.0pp | 591.07%-527.6pp | 372.94%-309.5pp |
| Employer contribution / active EE | $2,014 | $3,263-38.3% | $3,022-33.4% | $4,751-57.6% |
| Participant deferral / active EE | $2,919 | $4,836-39.6% | $4,438-34.2% | $6,710-56.5% |
| Admin fee / account holder | $6 | $6,408-99.9% | $5,614-99.9% | $11,403-100.0% |