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 | $40,873 | $48,046-14.9% | $84,611-51.7% | $72,985-44.0% |
| Participation rate | 88.0% | 57.6%+30.4pp | 68.2%+19.8pp | 69.5%+18.5pp |
| Annual return | 0.00% | 37.38%-37.4pp | 258.74%-258.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,327 | $1,602+45.3% | $2,652-12.3% | $2,440-4.6% |
| Participant deferral / active EE | $3,690 | $2,680+37.7% | $3,899-5.3% | $3,607+2.3% |
| Admin fee / account holder | $45 | $3,395-98.7% | $4,912-99.1% | $5,124-99.1% |