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 4-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 | $119,537 | $124,319-3.8% | $111,297+7.4% | $167,490-28.6% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,237 | $3,435-5.8% | $2,731+18.5% | $4,837-33.1% |
| Participant deferral / active EE | $6,115 | $5,180+18.0% | $4,487+36.3% | $6,341-3.6% |
| Admin fee / account holder | $205 | $10,618-98.1% | $7,964-97.4% | $12,309-98.3% |