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 | $8,398 | $96,635-91.3% | $86,612-90.3% | $139,434-94.0% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 42.52% | 106.41%-63.9pp | 591.07%-548.6pp | 372.94%-330.4pp |
| Employer contribution / active EE | $3,406 | $3,263+4.4% | $3,022+12.7% | $4,751-28.3% |
| Participant deferral / active EE | $3,980 | $4,836-17.7% | $4,438-10.3% | $6,710-40.7% |
| Admin fee / account holder | $21 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |