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 5-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 | $7,764 | $96,635-92.0% | $86,612-91.0% | $139,434-94.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 47.27% | 106.41%-59.1pp | 591.07%-543.8pp | 372.94%-325.7pp |
| Employer contribution / active EE | $723 | $3,263-77.8% | $3,022-76.1% | $4,751-84.8% |
| Participant deferral / active EE | $1,206 | $4,836-75.1% | $4,438-72.8% | $6,710-82.0% |
| Admin fee / account holder | $68 | $6,408-98.9% | $5,614-98.8% | $11,403-99.4% |