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 | $7,298 | $76,738-90.5% | $56,411-87.1% | $145,922-95.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.89% | 2994.23%-2985.3pp | 1701.33%-1692.4pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,160 | $1,380+56.5% | $1,039+108.0% | $4,660-53.6% |
| Participant deferral / active EE | $0 | $2,623-100.0% | $1,952-100.0% | $6,688-100.0% |
| Admin fee / account holder | $67 | $3,334-98.0% | $2,829-97.6% | $13,397-99.5% |