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 4-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 | $4,157 | $70,606-94.1% | $53,898-92.3% | $142,382-97.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 27.87% | 619.81%-591.9pp | 528.60%-500.7pp | 217.08%-189.2pp |
| Employer contribution / active EE | $702 | $1,202-41.6% | $932-24.7% | $4,299-83.7% |
| Participant deferral / active EE | $812 | $2,364-65.7% | $1,826-55.6% | $6,507-87.5% |
| Admin fee / account holder | $35 | $2,852-98.8% | $2,491-98.6% | $12,624-99.7% |