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 | $4,062 | $81,625-95.0% | $58,482-93.1% | $139,434-97.1% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,212 | $1,398-13.3% | $1,053+15.1% | $4,751-74.5% |
| Participant deferral / active EE | $1,782 | $2,557-30.3% | $1,924-7.4% | $6,710-73.4% |
| Admin fee / account holder | $7 | $3,265-99.8% | $2,516-99.7% | $11,403-99.9% |