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 8-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 | $12,873 | $95,193-86.5% | $76,523-83.2% | $135,375-90.5% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,161 | $3,302-64.8% | $2,647-56.1% | $4,779-75.7% |
| Participant deferral / active EE | $3,588 | $4,639-22.7% | $3,835-6.5% | $5,609-36.0% |
| Admin fee / account holder | $142 | $6,249-97.7% | $4,848-97.1% | $10,827-98.7% |