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 | $28,174 | $138,065-79.6% | $123,544-77.2% | $135,375-79.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $24,866 | $5,151+382.7% | $4,628+437.3% | $4,779+420.3% |
| Participant deferral / active EE | $16,743 | $6,799+146.2% | $6,426+160.6% | $5,609+198.5% |
| Admin fee / account holder | $24 | $10,916-99.8% | $9,284-99.7% | $10,827-99.8% |