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 | $19,353 | $91,037-78.7% | $71,671-73.0% | $147,584-86.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 20.48%-20.5pp | 20.65%-20.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,035 | $3,327-68.9% | $2,460-57.9% | $4,876-78.8% |
| Participant deferral / active EE | $18,000 | $4,498+300.2% | $3,438+423.6% | $5,439+231.0% |
| Admin fee / account holder | $19 | $8,613-99.8% | $5,558-99.7% | $10,885-99.8% |