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 | $4,874 | $74,888-93.5% | $71,209-93.2% | $142,382-96.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 30.28% | 345.14%-314.9pp | 282.51%-252.2pp | 217.08%-186.8pp |
| Employer contribution / active EE | $2,023 | $2,854-29.1% | $2,721-25.7% | $4,299-52.9% |
| Participant deferral / active EE | $2,023 | $4,454-54.6% | $4,175-51.5% | $6,507-68.9% |
| Admin fee / account holder | $44 | $5,568-99.2% | $5,349-99.2% | $12,624-99.7% |