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 | $3,913 | $70,606-94.5% | $53,898-92.7% | $142,382-97.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 14.81% | 619.81%-605.0pp | 528.60%-513.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $7 | $1,202-99.4% | $932-99.2% | $4,299-99.8% |
| Participant deferral / active EE | $513 | $2,364-78.3% | $1,826-71.9% | $6,507-92.1% |
| Admin fee / account holder | $101 | $2,852-96.5% | $2,491-95.9% | $12,624-99.2% |