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 | $17,903 | $100,754-82.2% | $86,677-79.3% | $134,475-86.7% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,269 | $3,489+22.3% | $2,836+50.5% | $4,740-9.9% |
| Participant deferral / active EE | $6,886 | $5,338+29.0% | $4,656+47.9% | $6,400+7.6% |
| Admin fee / account holder | $61 | $10,926-99.4% | $7,493-99.2% | $11,426-99.5% |