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 6-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 | $37,748 | $157,256-76.0% | $141,162-73.3% | $152,861-75.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $5,301 | $5,261+0.8% | $4,735+12.0% | $4,762+11.3% |
| Participant deferral / active EE | $4,000 | $7,109-43.7% | $6,709-40.4% | $5,850-31.6% |
| Admin fee / account holder | $288 | $12,120-97.6% | $10,261-97.2% | $11,596-97.5% |