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 3-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 | $40,914 | $74,888-45.4% | $71,209-42.5% | $142,382-71.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 0.00% | 345.14%-345.1pp | 282.51%-282.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $5,354 | $2,854+87.6% | $2,721+96.8% | $4,299+24.5% |
| Participant deferral / active EE | $33,644 | $4,454+655.3% | $4,175+705.8% | $6,507+417.0% |
| Admin fee / account holder | $138 | $5,568-97.5% | $5,349-97.4% | $12,624-98.9% |