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 | $20,088 | $93,024-78.4% | $77,024-73.9% | $134,475-85.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,709 | $3,418+37.8% | $2,812+67.4% | $4,740-0.7% |
| Participant deferral / active EE | $20,000 | $5,238+281.8% | $4,426+351.8% | $6,400+212.5% |
| Admin fee / account holder | $96 | $6,944-98.6% | $5,425-98.2% | $11,426-99.2% |