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 | $15,159 | $81,625-81.4% | $58,482-74.1% | $139,434-89.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 15.58% | 7404.20%-7388.6pp | 4239.32%-4223.7pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,277 | $1,398+62.9% | $1,053+116.2% | $4,751-52.1% |
| Participant deferral / active EE | $6,558 | $2,557+156.5% | $1,924+240.9% | $6,710-2.3% |
| Admin fee / account holder | $275 | $3,265-91.6% | $2,516-89.1% | $11,403-97.6% |