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 | $25,489 | $215,361-88.2% | $171,082-85.1% | $273,961-90.7% |
| Participation rate | 88.9% | 82.0%+6.9pp | 76.7%+12.2pp | 83.0%+5.9pp |
| Annual return | 0.00% | 25.14%-25.1pp | 32.56%-32.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,124 | $4,967-57.2% | $4,002-46.9% | $4,869-56.4% |
| Participant deferral / active EE | $5,588 | $5,543+0.8% | $4,797+16.5% | $5,287+5.7% |
| Admin fee / account holder | $6 | $10,846-99.9% | $8,520-99.9% | $10,132-99.9% |