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 | $34,687 | $198,466-82.5% | $170,442-79.6% | $147,584-76.5% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,755 | $6,184-71.6% | $5,433-67.7% | $4,876-64.0% |
| Participant deferral / active EE | $2,960 | $5,629-47.4% | $4,939-40.1% | $5,439-45.6% |
| Admin fee / account holder | $181 | $16,852-98.9% | $13,880-98.7% | $10,885-98.3% |