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 6-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 | $5,975 | $81,625-92.7% | $58,482-89.8% | $139,434-95.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 20.34% | 7404.20%-7383.9pp | 4239.32%-4219.0pp | 372.94%-352.6pp |
| Employer contribution / active EE | $998 | $1,398-28.6% | $1,053-5.3% | $4,751-79.0% |
| Participant deferral / active EE | $2,231 | $2,557-12.7% | $1,924+16.0% | $6,710-66.7% |
| Admin fee / account holder | $100 | $3,265-96.9% | $2,516-96.0% | $11,403-99.1% |