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 3-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 | $27,683 | $118,450-76.6% | $98,439-71.9% | $139,434-80.1% |
| Participation rate | 87.0% | 77.4%+9.5pp | 75.2%+11.8pp | 80.3%+6.6pp |
| Annual return | 0.00% | 18.94%-18.9pp | 21.16%-21.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,714 | $3,609+2.9% | $3,048+21.8% | $4,751-21.8% |
| Participant deferral / active EE | $6,079 | $5,392+12.8% | $4,738+28.3% | $6,710-9.4% |
| Admin fee / account holder | $169 | $14,026-98.8% | $8,948-98.1% | $11,403-98.5% |