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 | $21,300 | $60,124-64.6% | $90,404-76.4% | $79,858-73.3% |
| Participation rate | 71.8% | 65.0%+6.8pp | 72.7%-0.9pp | 69.6%+2.2pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.02%-1293.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $832 | $2,068-59.8% | $3,262-74.5% | $2,471-66.3% |
| Participant deferral / active EE | $1,174 | $2,938-60.0% | $3,963-70.4% | $3,740-68.6% |
| Admin fee / account holder | $144 | $3,976-96.4% | $5,611-97.4% | $5,306-97.3% |