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 6-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 | $12,215 | $102,966-88.1% | $90,281-86.5% | $152,861-92.0% |
| Participation rate | 88.2% | 75.9%+12.4pp | 73.3%+15.0pp | 82.4%+5.8pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $275 | $3,139-91.2% | $2,854-90.4% | $4,762-94.2% |
| Participant deferral / active EE | $848 | $4,281-80.2% | $3,885-78.2% | $5,850-85.5% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |