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 | $77,927 | $152,587-48.9% | $125,175-37.7% | $152,861-49.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 0.00% | 54.84%-54.8pp | 43.79%-43.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,556 | $4,946-68.5% | $3,865-59.8% | $4,762-67.3% |
| Participant deferral / active EE | $8,170 | $5,868+39.2% | $4,937+65.5% | $5,850+39.7% |
| Admin fee / account holder | $265 | $13,434-98.0% | $9,702-97.3% | $11,596-97.7% |