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 | $1,854 | $81,625-97.7% | $58,482-96.8% | $139,434-98.7% |
| Participation rate | 90.9% | 61.3%+29.6pp | 50.9%+40.1pp | 80.3%+10.6pp |
| Annual return | 68.71% | 7404.20%-7335.5pp | 4239.32%-4170.6pp | 372.94%-304.2pp |
| Employer contribution / active EE | $306 | $1,398-78.1% | $1,053-70.9% | $4,751-93.6% |
| Participant deferral / active EE | $1,213 | $2,557-52.5% | $1,924-36.9% | $6,710-81.9% |
| Admin fee / account holder | $4 | $3,265-99.9% | $2,516-99.9% | $11,403-100.0% |