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 8-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 | $16,374 | $101,283-83.8% | $75,826-78.4% | $135,375-87.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | 0.00% | 3384.62%-3384.6pp | 1914.15%-1914.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $9,975 | $2,382+318.8% | $1,913+421.3% | $4,779+108.7% |
| Participant deferral / active EE | $6,399 | $3,469+84.5% | $2,862+123.5% | $5,609+14.1% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,827-100.0% |