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 | $5,097 | $70,756-92.8% | $65,493-92.2% | $142,382-96.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 32.57% | 1754.89%-1722.3pp | 982.45%-949.9pp | 217.08%-184.5pp |
| Employer contribution / active EE | $412 | $2,881-85.7% | $2,574-84.0% | $4,299-90.4% |
| Participant deferral / active EE | $1,510 | $4,637-67.4% | $3,961-61.9% | $6,507-76.8% |
| Admin fee / account holder | $32 | $6,559-99.5% | $5,028-99.4% | $12,624-99.7% |