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 6-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 | $12,695 | $81,632-84.4% | $70,449-82.0% | $158,922-92.0% |
| Participation rate | 70.6% | 77.7%-7.1pp | 75.1%-4.5pp | 82.0%-11.4pp |
| Annual return | 0.00% | 208.40%-208.4pp | 109.03%-109.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $980 | $3,217-69.5% | $2,737-64.2% | $4,761-79.4% |
| Participant deferral / active EE | $1,309 | $4,554-71.2% | $3,709-64.7% | $5,982-78.1% |
| Admin fee / account holder | $115 | $6,193-98.1% | $3,845-97.0% | $11,246-99.0% |