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 8-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 | $14,579 | $85,790-83.0% | $67,313-78.3% | $135,375-89.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $4,768 | $3,487+36.7% | $2,566+85.8% | $4,779-0.2% |
| Participant deferral / active EE | $13,812 | $4,651+197.0% | $3,568+287.1% | $5,609+146.3% |
| Admin fee / account holder | $32 | $6,392-99.5% | $4,507-99.3% | $10,827-99.7% |