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 5-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 | $19,740 | $112,881-82.5% | $90,951-78.3% | $158,922-87.6% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.60%-134.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $3,126 | $2,893+8.1% | $2,122+47.3% | $4,761-34.3% |
| Participant deferral / active EE | $10,312 | $4,128+149.8% | $3,373+205.7% | $5,982+72.4% |
| Admin fee / account holder | $135 | $8,041-98.3% | $5,959-97.7% | $11,246-98.8% |