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 10-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 | $28,231 | $113,935-75.2% | $94,224-70.0% | $125,391-77.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.00% | 5.29%-5.3pp | 10.68%-10.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,342 | $4,727-50.4% | $3,587-34.7% | $4,866-51.9% |
| Participant deferral / active EE | $1,746 | $5,179-66.3% | $4,320-59.6% | $5,352-67.4% |
| Admin fee / account holder | $160 | $8,391-98.1% | $6,269-97.4% | $9,540-98.3% |