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 | $24,911 | $77,419-67.8% | $69,455-64.1% | $152,861-83.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 39.06%-39.1pp | 28.97%-29.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,857 | $3,315-44.0% | $2,779-33.2% | $4,762-61.0% |
| Participant deferral / active EE | $2,682 | $4,414-39.2% | $3,535-24.2% | $5,850-54.2% |
| Admin fee / account holder | $15 | $6,207-99.8% | $3,839-99.6% | $11,596-99.9% |