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 | $26,663 | $135,635-80.3% | $110,238-75.8% | $135,375-80.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 513.19%-513.2pp | 314.74%-314.7pp | 519.73%-519.7pp |
| Employer contribution / active EE | $17,931 | $4,906+265.5% | $3,826+368.6% | $4,779+275.2% |
| Participant deferral / active EE | $9,529 | $5,506+73.0% | $4,672+104.0% | $5,609+69.9% |
| Admin fee / account holder | $89 | $11,457-99.2% | $8,547-99.0% | $10,827-99.2% |