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 | $9,682 | $96,635-90.0% | $86,612-88.8% | $139,434-93.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 30.98% | 106.41%-75.4pp | 591.07%-560.1pp | 372.94%-342.0pp |
| Employer contribution / active EE | $4,397 | $3,263+34.8% | $3,022+45.5% | $4,751-7.4% |
| Participant deferral / active EE | $3,659 | $4,836-24.3% | $4,438-17.5% | $6,710-45.5% |
| Admin fee / account holder | $113 | $6,408-98.2% | $5,614-98.0% | $11,403-99.0% |