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 | $22,167 | $76,000-70.8% | $154,107-85.6% | $64,186-65.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,378 | $3,351-58.9% | $5,298-74.0% | $2,381-42.1% |
| Participant deferral / active EE | $3,033 | $3,175-4.5% | $5,081-40.3% | $3,470-12.6% |
| Admin fee / account holder | $128 | $5,596-97.7% | $13,411-99.0% | $4,888-97.4% |