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 7-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 | $36,763 | $96,484-61.9% | $75,886-51.6% | $152,861-76.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $23,013 | $3,309+595.4% | $2,500+820.4% | $4,762+383.2% |
| Participant deferral / active EE | $11,625 | $4,553+155.3% | $3,603+222.7% | $5,850+98.7% |
| Admin fee / account holder | $12 | $8,078-99.9% | $5,418-99.8% | $11,596-99.9% |