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 | $30,111 | $107,791-72.1% | $90,645-66.8% | $135,375-77.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.88%-1.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $20,861 | $3,018+591.2% | $2,532+724.0% | $4,779+336.5% |
| Participant deferral / active EE | $9,250 | $3,872+138.9% | $3,425+170.1% | $5,609+64.9% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |