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 | $10,553 | $96,635-89.1% | $86,612-87.8% | $139,434-92.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 436.69% | 106.41%+330.3pp | 591.07%-154.4pp | 372.94%+63.8pp |
| Employer contribution / active EE | $1,437 | $3,263-56.0% | $3,022-52.5% | $4,751-69.8% |
| Participant deferral / active EE | $1,488 | $4,836-69.2% | $4,438-66.5% | $6,710-77.8% |
| Admin fee / account holder | $162 | $6,408-97.5% | $5,614-97.1% | $11,403-98.6% |