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 | $32,192 | $144,119-77.7% | $117,854-72.7% | $147,584-78.2% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,115 | $4,896-77.2% | $3,786-70.6% | $4,876-77.1% |
| Participant deferral / active EE | $3,173 | $5,316-40.3% | $4,482-29.2% | $5,439-41.7% |
| Admin fee / account holder | $31 | $10,886-99.7% | $8,020-99.6% | $10,885-99.7% |