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 8-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 | $58,954 | $167,483-64.8% | $115,752-49.1% | $147,584-60.1% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+7.9pp | 82.8%+2.9pp |
| Annual return | 0.00% | 12.11%-12.1pp | 19.41%-19.4pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,816 | $4,960-43.2% | $3,492-19.4% | $4,876-42.3% |
| Participant deferral / active EE | $6,166 | $7,037-12.4% | $5,204+18.5% | $5,439+13.4% |
| Admin fee / account holder | $0 | $13,069-100.0% | $6,278-100.0% | $10,885-100.0% |