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 | $19,349 | $93,024-79.2% | $77,024-74.9% | $134,475-85.6% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $6,081 | $3,418+77.9% | $2,812+116.3% | $4,740+28.3% |
| Participant deferral / active EE | $8,592 | $5,238+64.0% | $4,426+94.1% | $6,400+34.3% |
| Admin fee / account holder | $15 | $6,944-99.8% | $5,425-99.7% | $11,426-99.9% |