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 9-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 | $14,367 | $99,020-85.5% | $86,590-83.4% | $147,584-90.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $3,728 | $3,132+19.0% | $2,839+31.3% | $4,876-23.6% |
| Participant deferral / active EE | $10,650 | $3,972+168.1% | $3,609+195.1% | $5,439+95.8% |
| Admin fee / account holder | $1 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |