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 | $36,117 | $81,632-55.8% | $70,449-48.7% | $158,922-77.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 208.40%-208.4pp | 109.03%-109.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $26,113 | $3,217+711.7% | $2,737+854.2% | $4,761+448.4% |
| Participant deferral / active EE | $9,750 | $4,554+114.1% | $3,709+162.9% | $5,982+63.0% |
| Admin fee / account holder | $25 | $6,193-99.6% | $3,845-99.4% | $11,246-99.8% |