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 | $21,741 | $126,574-82.8% | $106,213-79.5% | $145,922-85.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 224.79%-224.8pp | 116.14%-116.1pp | 561.29%-561.3pp |
| Employer contribution / active EE | $9,282 | $3,730+148.8% | $3,171+192.7% | $4,660+99.2% |
| Participant deferral / active EE | $12,200 | $5,724+113.2% | $5,016+143.2% | $6,688+82.4% |
| Admin fee / account holder | $215 | $17,304-98.8% | $11,033-98.1% | $13,397-98.4% |