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 | $4,742 | $70,756-93.3% | $65,493-92.8% | $142,382-96.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.95% | 1754.89%-1741.9pp | 982.45%-969.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $941 | $2,881-67.3% | $2,574-63.4% | $4,299-78.1% |
| Participant deferral / active EE | $1,434 | $4,637-69.1% | $3,961-63.8% | $6,507-78.0% |
| Admin fee / account holder | $243 | $6,559-96.3% | $5,028-95.2% | $12,624-98.1% |