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 | $13,129 | $109,817-88.0% | $98,442-86.7% | $167,490-92.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 52.82% | 1956.69%-1903.9pp | 1492.73%-1439.9pp | 478.56%-425.7pp |
| Employer contribution / active EE | $1,650 | $3,224-48.8% | $2,960-44.3% | $4,837-65.9% |
| Participant deferral / active EE | $4,045 | $4,673-13.5% | $4,276-5.4% | $6,341-36.2% |
| Admin fee / account holder | $32 | $6,753-99.5% | $5,949-99.5% | $12,309-99.7% |