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 | $52,475 | $176,056-70.2% | $159,436-67.1% | $167,490-68.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $15,250 | $5,297+187.9% | $4,829+215.8% | $4,837+215.2% |
| Participant deferral / active EE | $5,278 | $7,750-31.9% | $7,352-28.2% | $6,341-16.8% |
| Admin fee / account holder | $200 | $12,554-98.4% | $10,799-98.2% | $12,309-98.4% |