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 | $13,611 | $76,738-82.3% | $56,411-75.9% | $145,922-90.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.11% | 2994.23%-2978.1pp | 1701.33%-1685.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,553 | $1,380+12.5% | $1,039+49.5% | $4,660-66.7% |
| Participant deferral / active EE | $2,966 | $2,623+13.1% | $1,952+52.0% | $6,688-55.6% |
| Admin fee / account holder | $17 | $3,334-99.5% | $2,829-99.4% | $13,397-99.9% |