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 5-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 | $13,367 | $92,703-85.6% | $82,719-83.8% | $134,475-90.1% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | 0.25% | 944.92%-944.7pp | 701.18%-700.9pp | 417.96%-417.7pp |
| Employer contribution / active EE | $1,272 | $3,274-61.2% | $3,009-57.7% | $4,740-73.2% |
| Participant deferral / active EE | $4,948 | $4,802+3.0% | $4,395+12.6% | $6,400-22.7% |
| Admin fee / account holder | $53 | $5,983-99.1% | $5,329-99.0% | $11,426-99.5% |