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 8-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 | $29,952 | $105,998-71.7% | $92,233-67.5% | $147,584-79.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,330 | $4,333-69.3% | $3,679-63.9% | $4,876-72.7% |
| Participant deferral / active EE | $6,942 | $4,478+55.0% | $3,897+78.2% | $5,439+27.6% |
| Admin fee / account holder | $42 | $6,332-99.3% | $5,194-99.2% | $10,885-99.6% |