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 7-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 | $12,456 | $90,600-86.3% | $79,464-84.3% | $135,375-90.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 977.43%-977.4pp | 718.14%-718.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $6,988 | $3,068+127.8% | $2,800+149.5% | $4,779+46.2% |
| Participant deferral / active EE | $6,294 | $4,050+55.4% | $3,704+69.9% | $5,609+12.2% |
| Admin fee / account holder | $85 | $5,907-98.6% | $5,113-98.3% | $10,827-99.2% |