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 4-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 | $16,266 | $105,126-84.5% | $94,646-82.8% | $139,434-88.3% |
| Participation rate | 78.6% | 82.4%-3.8pp | 80.8%-2.3pp | 80.3%-1.7pp |
| Annual return | 0.00% | 38.03%-38.0pp | 156.71%-156.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $5,910 | $4,106+43.9% | $3,672+60.9% | $4,751+24.4% |
| Participant deferral / active EE | $7,241 | $7,599-4.7% | $7,418-2.4% | $6,710+7.9% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |