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 | $33,636 | $156,846-78.6% | $121,098-72.2% | $139,434-75.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1474.56%-1474.6pp | 985.75%-985.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $16,251 | $5,536+193.5% | $4,164+290.3% | $4,751+242.1% |
| Participant deferral / active EE | $14,470 | $4,844+198.7% | $4,080+254.7% | $6,710+115.6% |
| Admin fee / account holder | $126 | $6,946-98.2% | $5,644-97.8% | $11,403-98.9% |