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 | $12,852 | $104,486-87.7% | $76,817-83.3% | $152,861-91.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 0.00% | 1013.37%-1013.4pp | 1166.11%-1166.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $5,424 | $3,116+74.1% | $2,302+135.6% | $4,762+13.9% |
| Participant deferral / active EE | $19,156 | $4,236+352.3% | $3,336+474.3% | $5,850+227.4% |
| Admin fee / account holder | $51 | $12,275-99.6% | $6,420-99.2% | $11,596-99.6% |