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 | $84,033 | $108,642-22.7% | $74,701+12.5% | $152,861-45.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 0.00% | 114.06%-114.1pp | 752.92%-752.9pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,726 | $1,503+14.8% | $1,084+59.3% | $4,762-63.8% |
| Participant deferral / active EE | $4,886 | $2,712+80.2% | $1,964+148.8% | $5,850-16.5% |
| Admin fee / account holder | $28 | $4,902-99.4% | $3,333-99.2% | $11,596-99.8% |