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 | $19,440 | $109,982-82.3% | $97,226-80.0% | $145,922-86.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 242.90%-242.9pp | 75.13%-75.1pp | 561.29%-561.3pp |
| Employer contribution / active EE | $9,374 | $3,084+204.0% | $2,729+243.5% | $4,660+101.2% |
| Participant deferral / active EE | $9,116 | $4,676+95.0% | $4,264+113.8% | $6,688+36.3% |
| Admin fee / account holder | $147 | $6,221-97.6% | $5,654-97.4% | $13,397-98.9% |