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 | $7,501 | $104,974-92.9% | $95,585-92.2% | $142,382-94.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 42.96% | 210.33%-167.4pp | 38.56%+4.4pp | 217.08%-174.1pp |
| Employer contribution / active EE | $1,541 | $2,779-44.5% | $2,527-39.0% | $4,299-64.2% |
| Participant deferral / active EE | $4,178 | $4,352-4.0% | $4,023+3.9% | $6,507-35.8% |
| Admin fee / account holder | $16 | $6,386-99.7% | $6,127-99.7% | $12,624-99.9% |