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 | $28,679 | $159,901-82.1% | $146,958-80.5% | $145,922-80.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 561.66% | 98.13%+463.5pp | 418.34%+143.3pp | 561.29%+0.4pp |
| Employer contribution / active EE | $1,957 | $5,286-63.0% | $4,933-60.3% | $4,660-58.0% |
| Participant deferral / active EE | $4,277 | $8,428-49.3% | $8,070-47.0% | $6,688-36.0% |
| Admin fee / account holder | $33 | $15,044-99.8% | $12,998-99.7% | $13,397-99.8% |