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 | $6,367 | $70,606-91.0% | $53,898-88.2% | $142,382-95.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 25.55% | 619.81%-594.3pp | 528.60%-503.1pp | 217.08%-191.5pp |
| Employer contribution / active EE | $1,095 | $1,202-8.9% | $932+17.5% | $4,299-74.5% |
| Participant deferral / active EE | $1,480 | $2,364-37.4% | $1,826-19.0% | $6,507-77.3% |
| Admin fee / account holder | $287 | $2,852-89.9% | $2,491-88.5% | $12,624-97.7% |