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 | $1,832 | $76,738-97.6% | $56,411-96.8% | $145,922-98.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.32% | 2994.23%-2981.9pp | 1701.33%-1689.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $635 | $1,380-54.0% | $1,039-38.8% | $4,660-86.4% |
| Participant deferral / active EE | $765 | $2,623-70.8% | $1,952-60.8% | $6,688-88.6% |
| Admin fee / account holder | $44 | $3,334-98.7% | $2,829-98.5% | $13,397-99.7% |