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 7-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 | $26,515 | $99,032-73.2% | $80,019-66.9% | $135,375-80.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $657 | $3,043-78.4% | $2,468-73.4% | $4,779-86.2% |
| Participant deferral / active EE | $2,116 | $4,282-50.6% | $3,686-42.6% | $5,609-62.3% |
| Admin fee / account holder | $129 | $10,436-98.8% | $6,521-98.0% | $10,827-98.8% |