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 | $9,392 | $85,022-89.0% | $70,515-86.7% | $139,434-93.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 43.69% | 30.38%+13.3pp | 32.77%+10.9pp | 372.94%-329.3pp |
| Employer contribution / active EE | $2,970 | $3,909-24.0% | $2,973-0.1% | $4,751-37.5% |
| Participant deferral / active EE | $3,667 | $5,890-37.7% | $4,567-19.7% | $6,710-45.4% |
| Admin fee / account holder | $48 | $8,906-99.5% | $6,412-99.2% | $11,403-99.6% |