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 | $6,082 | $158,398-96.2% | $126,539-95.2% | $142,382-95.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 32.50% | 593.76%-561.3pp | 425.95%-393.4pp | 217.08%-184.6pp |
| Employer contribution / active EE | $867 | $4,650-81.4% | $3,674-76.4% | $4,299-79.8% |
| Participant deferral / active EE | $1,554 | $4,767-67.4% | $4,083-61.9% | $6,507-76.1% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |