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 3-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 | $4,529 | $70,756-93.6% | $65,493-93.1% | $142,382-96.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 57.66% | 1754.89%-1697.2pp | 982.45%-924.8pp | 217.08%-159.4pp |
| Employer contribution / active EE | $523 | $2,881-81.8% | $2,574-79.7% | $4,299-87.8% |
| Participant deferral / active EE | $4,829 | $4,637+4.1% | $3,961+21.9% | $6,507-25.8% |
| Admin fee / account holder | $241 | $6,559-96.3% | $5,028-95.2% | $12,624-98.1% |