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 | $15,989 | $158,398-89.9% | $126,539-87.4% | $142,382-88.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 24.17% | 593.76%-569.6pp | 425.95%-401.8pp | 217.08%-192.9pp |
| Employer contribution / active EE | $623 | $4,650-86.6% | $3,674-83.0% | $4,299-85.5% |
| Participant deferral / active EE | $3,180 | $4,767-33.3% | $4,083-22.1% | $6,507-51.1% |
| Admin fee / account holder | $33 | $6,918-99.5% | $6,065-99.5% | $12,624-99.7% |