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 6-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 | $24,719 | $165,335-85.0% | $149,696-83.5% | $158,922-84.4% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $4,823 | $5,103-5.5% | $4,644+3.8% | $4,761+1.3% |
| Participant deferral / active EE | $9,122 | $7,181+27.0% | $6,842+33.3% | $5,982+52.5% |
| Admin fee / account holder | $88 | $10,807-99.2% | $9,309-99.1% | $11,246-99.2% |