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 | $31,533 | $55,706-43.4% | $75,886-58.4% | $72,985-56.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 0.00% | 27.59%-27.6pp | 30.76%-30.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,171 | $1,687+28.7% | $2,500-13.2% | $2,440-11.0% |
| Participant deferral / active EE | $3,887 | $2,634+47.6% | $3,603+7.9% | $3,607+7.7% |
| Admin fee / account holder | $27 | $3,978-99.3% | $5,418-99.5% | $5,124-99.5% |