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 4-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 | $88,538 | $167,307-47.1% | $143,757-38.4% | $134,475-34.2% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,068 | $5,619-63.2% | $4,951-58.2% | $4,740-56.4% |
| Participant deferral / active EE | $6,915 | $6,446+7.3% | $5,637+22.7% | $6,400+8.0% |
| Admin fee / account holder | $234 | $18,088-98.7% | $14,673-98.4% | $11,426-98.0% |