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 | $26,846 | $93,024-71.1% | $77,024-65.1% | $134,475-80.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $6,297 | $3,418+84.2% | $2,812+123.9% | $4,740+32.9% |
| Participant deferral / active EE | $3,844 | $5,238-26.6% | $4,426-13.2% | $6,400-39.9% |
| Admin fee / account holder | $38 | $6,944-99.4% | $5,425-99.3% | $11,426-99.7% |