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 5-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 | $21,120 | $109,817-80.8% | $98,442-78.5% | $167,490-87.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $9,413 | $3,224+192.0% | $2,960+218.0% | $4,837+94.6% |
| Participant deferral / active EE | $11,767 | $4,673+151.8% | $4,276+175.2% | $6,341+85.6% |
| Admin fee / account holder | $61 | $6,753-99.1% | $5,949-99.0% | $12,309-99.5% |