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 | $18,070 | $118,849-84.8% | $96,562-81.3% | $167,490-89.2% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $9,002 | $3,120+188.6% | $2,356+282.0% | $4,837+86.1% |
| Participant deferral / active EE | $4,549 | $4,616-1.5% | $3,849+18.2% | $6,341-28.3% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |