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 5-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 | $4,163 | $70,756-94.1% | $65,493-93.6% | $142,382-97.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.93% | 1754.89%-1736.0pp | 982.45%-963.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $309 | $2,881-89.3% | $2,574-88.0% | $4,299-92.8% |
| Participant deferral / active EE | $829 | $4,637-82.1% | $3,961-79.1% | $6,507-87.3% |
| Admin fee / account holder | $34 | $6,559-99.5% | $5,028-99.3% | $12,624-99.7% |