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 8-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 | $6,794 | $96,635-93.0% | $86,612-92.2% | $139,434-95.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.40% | 106.41%-90.0pp | 591.07%-574.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,843 | $3,263-43.5% | $3,022-39.0% | $4,751-61.2% |
| Participant deferral / active EE | $2,467 | $4,836-49.0% | $4,438-44.4% | $6,710-63.2% |
| Admin fee / account holder | $103 | $6,408-98.4% | $5,614-98.2% | $11,403-99.1% |