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 | $9,154 | $169,032-94.6% | $129,207-92.9% | $145,922-93.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 30.11% | 14330.11%-14300.0pp | 9417.33%-9387.2pp | 561.29%-531.2pp |
| Employer contribution / active EE | $2,462 | $5,537-55.5% | $4,153-40.7% | $4,660-47.2% |
| Participant deferral / active EE | $3,015 | $4,987-39.5% | $4,168-27.7% | $6,688-54.9% |
| Admin fee / account holder | $117 | $9,954-98.8% | $7,715-98.5% | $13,397-99.1% |