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 | $9,884 | $96,305-89.7% | $80,569-87.7% | $139,434-92.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,054 | $3,262-67.7% | $2,723-61.3% | $4,751-77.8% |
| Participant deferral / active EE | $6,054 | $5,232+15.7% | $4,447+36.1% | $6,710-9.8% |
| Admin fee / account holder | $58 | $6,599-99.1% | $5,377-98.9% | $11,403-99.5% |