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 | $43,178 | $84,233-48.7% | $170,442-74.7% | $70,131-38.4% |
| Participation rate | 94.9% | 70.8%+24.0pp | 83.6%+11.3pp | 69.5%+25.3pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,465 | $3,387-56.8% | $5,433-73.0% | $2,342-37.5% |
| Participant deferral / active EE | $3,266 | $3,086+5.9% | $4,939-33.9% | $3,332-2.0% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |