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 6-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 | $35,875 | $118,680-69.8% | $98,907-63.7% | $158,922-77.4% |
| Participation rate | 91.7% | 77.8%+13.8pp | 76.0%+15.6pp | 82.0%+9.7pp |
| Annual return | 0.00% | 372.35%-372.4pp | 196.43%-196.4pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,466 | $3,333-56.0% | $2,689-45.5% | $4,761-69.2% |
| Participant deferral / active EE | $2,892 | $5,088-43.2% | $4,244-31.9% | $5,982-51.7% |
| Admin fee / account holder | $140 | $10,131-98.6% | $6,642-97.9% | $11,246-98.8% |