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 9-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 | $28,643 | $91,037-68.5% | $71,671-60.0% | $147,584-80.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 20.48%-20.5pp | 20.65%-20.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,926 | $3,327-12.1% | $2,460+19.0% | $4,876-40.0% |
| Participant deferral / active EE | $10,573 | $4,498+135.0% | $3,438+207.5% | $5,439+94.4% |
| Admin fee / account holder | $135 | $8,613-98.4% | $5,558-97.6% | $10,885-98.8% |