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 | $123,971 | $112,881+9.8% | $90,951+36.3% | $158,922-22.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.60%-134.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $961 | $2,893-66.8% | $2,122-54.7% | $4,761-79.8% |
| Participant deferral / active EE | $3,001 | $4,128-27.3% | $3,373-11.0% | $5,982-49.8% |
| Admin fee / account holder | $144 | $8,041-98.2% | $5,959-97.6% | $11,246-98.7% |