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 | $25,979 | $148,534-82.5% | $135,903-80.9% | $139,434-81.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,080 | $5,243-41.3% | $4,856-36.6% | $4,751-35.2% |
| Participant deferral / active EE | $9,460 | $8,100+16.8% | $7,758+21.9% | $6,710+41.0% |
| Admin fee / account holder | $55 | $12,400-99.6% | $10,762-99.5% | $11,403-99.5% |