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 7-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 | $26,923 | $226,064-88.1% | $182,532-85.3% | $152,861-82.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 0.00% | 192.51%-192.5pp | 148.54%-148.5pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,368 | $4,978-32.3% | $4,076-17.4% | $4,762-29.3% |
| Participant deferral / active EE | $13,349 | $6,368+109.6% | $5,524+141.6% | $5,850+128.2% |
| Admin fee / account holder | $193 | $10,703-98.2% | $8,592-97.7% | $11,596-98.3% |