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 7-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 | $24,143 | $106,890-77.4% | $84,015-71.3% | $152,861-84.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,273 | $2,734-16.9% | $1,983+14.6% | $4,762-52.3% |
| Participant deferral / active EE | $3,965 | $4,011-1.2% | $3,239+22.4% | $5,850-32.2% |
| Admin fee / account holder | $153 | $8,285-98.1% | $6,101-97.5% | $11,596-98.7% |