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 7-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 | $25,899 | $76,000-65.9% | $154,107-83.2% | $64,186-59.7% |
| Participation rate | 72.5% | 70.4%+2.1pp | 83.0%-10.5pp | 69.6%+3.0pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,242 | $3,351-62.9% | $5,298-76.6% | $2,381-47.8% |
| Participant deferral / active EE | $2,262 | $3,175-28.8% | $5,081-55.5% | $3,470-34.8% |
| Admin fee / account holder | $171 | $5,596-96.9% | $13,411-98.7% | $4,888-96.5% |