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 | $17,363 | $84,696-79.5% | $75,696-77.1% | $167,490-89.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.8%+0.2pp | 82.1%-7.1pp |
| Annual return | 0.00% | 199.36%-199.4pp | 104.53%-104.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,198 | $3,230-62.9% | $2,743-56.3% | $4,837-75.2% |
| Participant deferral / active EE | $2,770 | $4,580-39.5% | $3,821-27.5% | $6,341-56.3% |
| Admin fee / account holder | $71 | $5,355-98.7% | $3,619-98.0% | $12,309-99.4% |