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 8-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 | $11,793 | $90,600-87.0% | $79,464-85.2% | $135,375-91.3% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | 0.00% | 977.43%-977.4pp | 718.14%-718.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,325 | $3,068-56.8% | $2,800-52.7% | $4,779-72.3% |
| Participant deferral / active EE | $1,844 | $4,050-54.5% | $3,704-50.2% | $5,609-67.1% |
| Admin fee / account holder | $8 | $5,907-99.9% | $5,113-99.8% | $10,827-99.9% |