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 | $44,327 | $96,635-54.1% | $86,612-48.8% | $139,434-68.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $10,678 | $3,263+227.2% | $3,022+253.3% | $4,751+124.8% |
| Participant deferral / active EE | $30,000 | $4,836+520.4% | $4,438+576.0% | $6,710+347.1% |
| Admin fee / account holder | $74 | $6,408-98.9% | $5,614-98.7% | $11,403-99.4% |