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 3-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 | $14,106 | $105,126-86.6% | $94,646-85.1% | $139,434-89.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.03%-38.0pp | 156.71%-156.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,064 | $4,106-74.1% | $3,672-71.0% | $4,751-77.6% |
| Participant deferral / active EE | $11,558 | $7,599+52.1% | $7,418+55.8% | $6,710+72.2% |
| Admin fee / account holder | $10 | $8,984-99.9% | $7,231-99.9% | $11,403-99.9% |