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 | $11,483 | $81,625-85.9% | $58,482-80.4% | $139,434-91.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,598 | $1,398+85.8% | $1,053+146.6% | $4,751-45.3% |
| Participant deferral / active EE | $8,134 | $2,557+218.1% | $1,924+322.8% | $6,710+21.2% |
| Admin fee / account holder | $19 | $3,265-99.4% | $2,516-99.2% | $11,403-99.8% |