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 | $19,285 | $124,281-84.5% | $109,143-82.3% | $167,490-88.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,435 | $4,207-42.1% | $3,722-34.6% | $4,837-49.7% |
| Participant deferral / active EE | $3,944 | $5,255-25.0% | $4,653-15.2% | $6,341-37.8% |
| Admin fee / account holder | $204 | $7,970-97.4% | $6,752-97.0% | $12,309-98.3% |