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 4-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 | $7,890 | $92,703-91.5% | $82,719-90.5% | $134,475-94.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,550 | $3,274+8.4% | $3,009+18.0% | $4,740-25.1% |
| Participant deferral / active EE | $4,543 | $4,802-5.4% | $4,395+3.4% | $6,400-29.0% |
| Admin fee / account holder | $104 | $5,983-98.3% | $5,329-98.0% | $11,426-99.1% |