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 | $6,187 | $110,502-94.4% | $80,716-92.3% | $167,490-96.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 120.54%-120.5pp | 87.28%-87.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $4,356 | $1,543+182.4% | $1,160+275.5% | $4,837-10.0% |
| Participant deferral / active EE | $7,431 | $2,871+158.9% | $2,146+246.3% | $6,341+17.2% |
| Admin fee / account holder | $15 | $4,545-99.7% | $3,380-99.6% | $12,309-99.9% |