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 | $57,888 | $90,600-36.1% | $79,464-27.2% | $135,375-57.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 977.43%-977.4pp | 718.14%-718.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $9,276 | $3,068+202.4% | $2,800+231.2% | $4,779+94.1% |
| Participant deferral / active EE | $3,100 | $4,050-23.5% | $3,704-16.3% | $5,609-44.7% |
| Admin fee / account holder | $124 | $5,907-97.9% | $5,113-97.6% | $10,827-98.9% |