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 | $15,388 | $96,635-84.1% | $86,612-82.2% | $139,434-89.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.89% | 106.41%-84.5pp | 591.07%-569.2pp | 372.94%-351.1pp |
| Employer contribution / active EE | $880 | $3,263-73.0% | $3,022-70.9% | $4,751-81.5% |
| Participant deferral / active EE | $2,930 | $4,836-39.4% | $4,438-34.0% | $6,710-56.3% |
| Admin fee / account holder | $93 | $6,408-98.6% | $5,614-98.4% | $11,403-99.2% |