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 | $11,293 | $88,751-87.3% | $81,812-86.2% | $145,922-92.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.66% | 1025.40%-1001.7pp | 773.79%-750.1pp | 561.29%-537.6pp |
| Employer contribution / active EE | $2,859 | $3,083-7.3% | $2,912-1.8% | $4,660-38.7% |
| Participant deferral / active EE | $4,070 | $4,643-12.3% | $4,319-5.8% | $6,688-39.1% |
| Admin fee / account holder | $4 | $8,415-99.9% | $7,386-99.9% | $13,397-100.0% |