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 | $19,791 | $92,703-78.7% | $82,719-76.1% | $134,475-85.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,512 | $3,274-53.8% | $3,009-49.8% | $4,740-68.1% |
| Participant deferral / active EE | $24,425 | $4,802+408.6% | $4,395+455.7% | $6,400+281.7% |
| Admin fee / account holder | $65 | $5,983-98.9% | $5,329-98.8% | $11,426-99.4% |