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 9-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 | $31,166 | $83,337-62.6% | $67,834-54.1% | $273,961-88.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,000 | $3,287-39.2% | $2,403-16.8% | $4,869-58.9% |
| Participant deferral / active EE | $4,140 | $4,088+1.3% | $3,160+31.0% | $5,287-21.7% |
| Admin fee / account holder | $39 | $6,752-99.4% | $4,622-99.2% | $10,132-99.6% |