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 | $33,823 | $162,781-79.2% | $133,956-74.8% | $158,922-78.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $6,817 | $4,975+37.0% | $3,919+74.0% | $4,761+43.2% |
| Participant deferral / active EE | $7,868 | $5,911+33.1% | $5,048+55.9% | $5,982+31.5% |
| Admin fee / account holder | $137 | $11,736-98.8% | $8,927-98.5% | $11,246-98.8% |