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 6-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 | $41,299 | $78,422-47.3% | $95,952-57.0% | $79,858-48.3% |
| Participation rate | 82.8% | 73.5%+9.3pp | 77.1%+5.7pp | 69.6%+13.1pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,327 | $1,945+19.6% | $2,541-8.4% | $2,471-5.8% |
| Participant deferral / active EE | $5,637 | $3,440+63.9% | $4,167+35.3% | $3,740+50.7% |
| Admin fee / account holder | $15 | $5,622-99.7% | $6,795-99.8% | $5,306-99.7% |