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 | $11,854 | $90,348-86.9% | $75,972-84.4% | $145,922-91.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.42% | 620.88%-609.5pp | 359.55%-348.1pp | 561.29%-549.9pp |
| Employer contribution / active EE | $4,118 | $3,311+24.4% | $2,685+53.4% | $4,660-11.6% |
| Participant deferral / active EE | $3,317 | $5,162-35.7% | $4,255-22.1% | $6,688-50.4% |
| Admin fee / account holder | $42 | $8,467-99.5% | $6,467-99.3% | $13,397-99.7% |