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 | $11,519 | $109,327-89.5% | $89,391-87.1% | $158,922-92.8% |
| Participation rate | 95.7% | 74.3%+21.4pp | 68.0%+27.7pp | 82.0%+13.7pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.62%-245.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $6,863 | $3,170+116.5% | $2,586+165.4% | $4,761+44.1% |
| Participant deferral / active EE | $4,029 | $4,598-12.4% | $3,890+3.6% | $5,982-32.7% |
| Admin fee / account holder | $1 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |