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 7-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 | $25,443 | $103,376-75.4% | $87,100-70.8% | $152,861-83.4% |
| Participation rate | 86.7% | 79.3%+7.3pp | 76.9%+9.8pp | 82.4%+4.2pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,779 | $3,220-13.7% | $2,521+10.2% | $4,762-41.6% |
| Participant deferral / active EE | $5,554 | $4,778+16.2% | $4,049+37.2% | $5,850-5.1% |
| Admin fee / account holder | $200 | $12,205-98.4% | $7,497-97.3% | $11,596-98.3% |