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 | $9,791 | $54,705-82.1% | $71,209-86.3% | $84,808-88.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 117.34% | 35.90%+81.4pp | 282.51%-165.2pp | 40.90%+76.4pp |
| Employer contribution / active EE | $1,378 | $2,158-36.1% | $2,721-49.3% | $2,631-47.6% |
| Participant deferral / active EE | $2,391 | $3,030-21.1% | $4,175-42.7% | $4,212-43.2% |
| Admin fee / account holder | $74 | $4,863-98.5% | $5,349-98.6% | $7,344-99.0% |