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 | $25,165 | $93,071-73.0% | $74,583-66.3% | $273,961-90.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,246 | $3,160+2.7% | $2,525+28.6% | $4,869-33.3% |
| Participant deferral / active EE | $22,000 | $4,160+428.8% | $3,458+536.2% | $5,287+316.1% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |