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 | $1,579 | $76,738-97.9% | $56,411-97.2% | $145,922-98.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 7.89% | 2994.23%-2986.3pp | 1701.33%-1693.4pp | 561.29%-553.4pp |
| Employer contribution / active EE | $237 | $1,380-82.8% | $1,039-77.2% | $4,660-94.9% |
| Participant deferral / active EE | $2,167 | $2,623-17.4% | $1,952+11.0% | $6,688-67.6% |
| Admin fee / account holder | $149 | $3,334-95.5% | $2,829-94.7% | $13,397-98.9% |