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 | $12,930 | $96,305-86.6% | $80,569-84.0% | $139,434-90.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.54% | 1350.08%-1327.5pp | 935.43%-912.9pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,205 | $3,262-32.4% | $2,723-19.0% | $4,751-53.6% |
| Participant deferral / active EE | $2,205 | $5,232-57.9% | $4,447-50.4% | $6,710-67.1% |
| Admin fee / account holder | $97 | $6,599-98.5% | $5,377-98.2% | $11,403-99.1% |