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 | $81,277 | $160,055-49.2% | $140,016-42.0% | $135,375-40.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.00% | 911.38%-911.4pp | 651.12%-651.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $16,379 | $6,420+155.1% | $5,606+192.2% | $4,779+242.7% |
| Participant deferral / active EE | $16,874 | $7,642+120.8% | $6,927+143.6% | $5,609+200.8% |
| Admin fee / account holder | $67 | $13,328-99.5% | $10,705-99.4% | $10,827-99.4% |