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 5-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 | $8,206 | $96,635-91.5% | $86,612-90.5% | $139,434-94.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.41% | 106.41%-83.0pp | 591.07%-567.7pp | 372.94%-349.5pp |
| Employer contribution / active EE | $888 | $3,263-72.8% | $3,022-70.6% | $4,751-81.3% |
| Participant deferral / active EE | $2,104 | $4,836-56.5% | $4,438-52.6% | $6,710-68.6% |
| Admin fee / account holder | $20 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |