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 | $6,260 | $69,207-91.0% | $64,056-90.2% | $139,434-95.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 81.94% | 45.88%+36.1pp | 33.69%+48.2pp | 372.94%-291.0pp |
| Employer contribution / active EE | $1,955 | $3,182-38.6% | $2,747-28.8% | $4,751-58.8% |
| Participant deferral / active EE | $3,568 | $4,682-23.8% | $3,880-8.0% | $6,710-46.8% |
| Admin fee / account holder | $11 | $4,244-99.7% | $3,068-99.6% | $11,403-99.9% |