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 9-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 | $59,908 | $98,240-39.0% | $82,313-27.2% | $147,584-59.4% |
| Participation rate | 73.9% | 79.7%-5.8pp | 76.9%-3.0pp | 82.8%-8.9pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,292 | $3,192-59.5% | $2,428-46.8% | $4,876-73.5% |
| Participant deferral / active EE | $2,804 | $4,383-36.0% | $3,706-24.3% | $5,439-48.4% |
| Admin fee / account holder | $122 | $8,563-98.6% | $5,608-97.8% | $10,885-98.9% |