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 | $24,184 | $99,652-75.7% | $78,778-69.3% | $147,584-83.6% |
| Participation rate | 90.0% | 76.2%+13.8pp | 69.2%+20.8pp | 82.8%+7.2pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,034 | $2,796-27.2% | $1,986+2.4% | $4,876-58.3% |
| Participant deferral / active EE | $5,518 | $3,664+50.6% | $2,958+86.5% | $5,439+1.5% |
| Admin fee / account holder | $31 | $7,155-99.6% | $5,134-99.4% | $10,885-99.7% |