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 | $11,726 | $169,032-93.1% | $129,207-90.9% | $145,922-92.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.33% | 14330.11%-14308.8pp | 9417.33%-9396.0pp | 561.29%-540.0pp |
| Employer contribution / active EE | $3,284 | $5,537-40.7% | $4,153-20.9% | $4,660-29.5% |
| Participant deferral / active EE | $3,745 | $4,987-24.9% | $4,168-10.1% | $6,688-44.0% |
| Admin fee / account holder | $36 | $9,954-99.6% | $7,715-99.5% | $13,397-99.7% |