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 6-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 | $22,338 | $106,115-78.9% | $85,969-74.0% | $125,391-82.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 0.00% | 13.93%-13.9pp | 9.32%-9.3pp | 282.22%-282.2pp |
| Employer contribution / active EE | $7,838 | $4,537+72.7% | $3,474+125.6% | $4,866+61.1% |
| Participant deferral / active EE | $14,500 | $4,859+198.4% | $3,829+278.7% | $5,352+171.0% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |