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 7-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 | $54,020 | $69,518-22.3% | $59,878-9.8% | $135,375-60.1% |
| Participation rate | 94.1% | 77.8%+16.3pp | 74.7%+19.4pp | 82.6%+11.5pp |
| Annual return | 0.00% | 7.94%-7.9pp | 3.46%-3.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $3,552 | $3,235+9.8% | $2,722+30.5% | $4,779-25.7% |
| Participant deferral / active EE | $8,412 | $4,206+100.0% | $3,402+147.3% | $5,609+50.0% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |