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 | $55,215 | $118,680-53.5% | $98,907-44.2% | $158,922-65.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 372.35%-372.4pp | 196.43%-196.4pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,081 | $3,333-67.6% | $2,689-59.8% | $4,761-77.3% |
| Participant deferral / active EE | $1,870 | $5,088-63.2% | $4,244-55.9% | $5,982-68.7% |
| Admin fee / account holder | $2 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |