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 | $14,736 | $97,757-84.9% | $83,848-82.4% | $135,375-89.1% |
| Participation rate | 81.3% | 80.0%+1.3pp | 76.1%+5.1pp | 82.6%-1.4pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,709 | $4,222-59.5% | $3,631-52.9% | $4,779-64.2% |
| Participant deferral / active EE | $3,547 | $4,682-24.2% | $4,082-13.1% | $5,609-36.8% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |