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 4-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 | $9,285 | $93,024-90.0% | $77,024-87.9% | $134,475-93.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,507 | $3,418-26.7% | $2,812-10.9% | $4,740-47.1% |
| Participant deferral / active EE | $7,152 | $5,238+36.5% | $4,426+61.6% | $6,400+11.8% |
| Admin fee / account holder | $6 | $6,944-99.9% | $5,425-99.9% | $11,426-99.9% |