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 | $7,461 | $96,635-92.3% | $86,612-91.4% | $139,434-94.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 46.43% | 106.41%-60.0pp | 591.07%-544.6pp | 372.94%-326.5pp |
| Employer contribution / active EE | $1,915 | $3,263-41.3% | $3,022-36.6% | $4,751-59.7% |
| Participant deferral / active EE | $2,873 | $4,836-40.6% | $4,438-35.3% | $6,710-57.2% |
| Admin fee / account holder | $8 | $6,408-99.9% | $5,614-99.9% | $11,403-99.9% |