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 | $71,000 | $94,752-25.1% | $112,887-37.1% | $139,434-49.1% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 40.88%-40.9pp | 34.10%-34.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $43,500 | $4,625+840.5% | $4,563+853.2% | $4,751+815.6% |
| Participant deferral / active EE | $27,500 | $6,512+322.3% | $6,513+322.2% | $6,710+309.8% |
| Admin fee / account holder | $0 | $8,527-100.0% | $7,047-100.0% | $11,403-100.0% |