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 5-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 | $52,632 | $70,428-25.3% | $96,562-45.5% | $85,850-38.7% |
| Participation rate | 97.3% | 61.8%+35.5pp | 69.8%+27.5pp | 69.3%+28.0pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $4,997-100.0% | $6,181-100.0% | $6,260-100.0% |