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 4-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 | $13,561 | $92,703-85.4% | $82,719-83.6% | $134,475-89.9% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,502 | $3,274-54.1% | $3,009-50.1% | $4,740-68.3% |
| Participant deferral / active EE | $8,270 | $4,802+72.2% | $4,395+88.2% | $6,400+29.2% |
| Admin fee / account holder | $34 | $5,983-99.4% | $5,329-99.4% | $11,426-99.7% |