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 5-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 | $33,674 | $115,770-70.9% | $101,248-66.7% | $158,922-78.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.47%-46.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $5,176 | $4,175+24.0% | $3,660+41.4% | $4,761+8.7% |
| Participant deferral / active EE | $16,270 | $4,957+228.2% | $4,370+272.3% | $5,982+172.0% |
| Admin fee / account holder | $58 | $7,245-99.2% | $5,945-99.0% | $11,246-99.5% |