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 5-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 | $90,406 | $110,502-18.2% | $80,716+12.0% | $167,490-46.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 120.54%-120.5pp | 87.28%-87.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,189 | $1,543-22.9% | $1,160+2.5% | $4,837-75.4% |
| Participant deferral / active EE | $5,948 | $2,871+107.2% | $2,146+177.2% | $6,341-6.2% |
| Admin fee / account holder | $197 | $4,545-95.7% | $3,380-94.2% | $12,309-98.4% |