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 9-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 | $10,019 | $108,642-90.8% | $74,701-86.6% | $152,861-93.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 5.84% | 114.06%-108.2pp | 752.92%-747.1pp | 345.32%-339.5pp |
| Employer contribution / active EE | $963 | $1,503-35.9% | $1,084-11.1% | $4,762-79.8% |
| Participant deferral / active EE | $5,333 | $2,712+96.6% | $1,964+171.6% | $5,850-8.8% |
| Admin fee / account holder | $64 | $4,902-98.7% | $3,333-98.1% | $11,596-99.4% |