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 | $8,019 | $99,877-92.0% | $84,966-90.6% | $145,922-94.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.53% | 83.76%-66.2pp | 66.38%-48.9pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,869 | $3,231-42.2% | $2,727-31.5% | $4,660-59.9% |
| Participant deferral / active EE | $1,869 | $5,291-64.7% | $4,519-58.6% | $6,688-72.1% |
| Admin fee / account holder | $10 | $7,248-99.9% | $6,149-99.8% | $13,397-99.9% |