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 4-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 | $16,803 | $92,703-81.9% | $82,719-79.7% | $134,475-87.5% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,438 | $3,274+5.0% | $3,009+14.3% | $4,740-27.5% |
| Participant deferral / active EE | $10,595 | $4,802+120.6% | $4,395+141.1% | $6,400+65.6% |
| Admin fee / account holder | $14 | $5,983-99.8% | $5,329-99.7% | $11,426-99.9% |