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 | $42,381 | $103,376-59.0% | $87,100-51.3% | $152,861-72.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,633 | $3,220-49.3% | $2,521-35.2% | $4,762-65.7% |
| Participant deferral / active EE | $3,868 | $4,778-19.0% | $4,049-4.4% | $5,850-33.9% |
| Admin fee / account holder | $15 | $12,205-99.9% | $7,497-99.8% | $11,596-99.9% |