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 | $33,208 | $198,466-83.3% | $170,442-80.5% | $147,584-77.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,543 | $6,184-75.0% | $5,433-71.6% | $4,876-68.4% |
| Participant deferral / active EE | $2,843 | $5,629-49.5% | $4,939-42.4% | $5,439-47.7% |
| Admin fee / account holder | $30 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |