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 3-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 | $7,785 | $96,305-91.9% | $80,569-90.3% | $139,434-94.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,719 | $3,262-16.7% | $2,723-0.2% | $4,751-42.8% |
| Participant deferral / active EE | $5,920 | $5,232+13.2% | $4,447+33.1% | $6,710-11.8% |
| Admin fee / account holder | $5 | $6,599-99.9% | $5,377-99.9% | $11,403-100.0% |