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 | $9,014 | $58,208-84.5% | $81,812-89.0% | $80,856-88.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 21.32% | 41.66%-20.3pp | 773.79%-752.5pp | 35.59%-14.3pp |
| Employer contribution / active EE | $4,255 | $2,340+81.8% | $2,912+46.1% | $2,755+54.4% |
| Participant deferral / active EE | $3,182 | $3,281-3.0% | $4,319-26.3% | $4,296-25.9% |
| Admin fee / account holder | $65 | $4,981-98.7% | $7,386-99.1% | $6,918-99.1% |