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 | $24,273 | $48,076-49.5% | $78,689-69.2% | $62,891-61.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 0.00% | 31.35%-31.4pp | 62.18%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $4,074 | $2,015+102.2% | $2,851+42.9% | $2,281+78.6% |
| Participant deferral / active EE | $4,006 | $2,588+54.8% | $3,517+13.9% | $3,203+25.1% |
| Admin fee / account holder | $89 | $3,207-97.2% | $4,510-98.0% | $4,296-97.9% |