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 4-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 | $2,272 | $84,402-97.3% | $61,373-96.3% | $134,475-98.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,720 | $1,544+11.4% | $1,159+48.3% | $4,740-63.7% |
| Participant deferral / active EE | $4,733 | $2,819+67.9% | $2,125+122.7% | $6,400-26.0% |
| Admin fee / account holder | $12 | $2,585-99.5% | $2,130-99.4% | $11,426-99.9% |