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 | $25,394 | $158,398-84.0% | $126,539-79.9% | $142,382-82.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.45% | 593.76%-578.3pp | 425.95%-410.5pp | 217.08%-201.6pp |
| Employer contribution / active EE | $26 | $4,650-99.4% | $3,674-99.3% | $4,299-99.4% |
| Participant deferral / active EE | $696 | $4,767-85.4% | $4,083-83.0% | $6,507-89.3% |
| Admin fee / account holder | $44 | $6,918-99.4% | $6,065-99.3% | $12,624-99.6% |