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 | $16,393 | $107,334-84.7% | $92,893-82.4% | $152,861-89.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,293 | $4,221-69.4% | $3,653-64.6% | $4,762-72.9% |
| Participant deferral / active EE | $14,249 | $4,845+194.1% | $4,236+236.4% | $5,850+143.6% |
| Admin fee / account holder | $64 | $7,079-99.1% | $5,794-98.9% | $11,596-99.4% |