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 | $7,267 | $96,635-92.5% | $86,612-91.6% | $139,434-94.8% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,439 | $3,263-25.3% | $3,022-19.3% | $4,751-48.7% |
| Participant deferral / active EE | $5,171 | $4,836+6.9% | $4,438+16.5% | $6,710-22.9% |
| Admin fee / account holder | $277 | $6,408-95.7% | $5,614-95.1% | $11,403-97.6% |