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 4-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 | $63,773 | $92,703-31.2% | $82,719-22.9% | $134,475-52.6% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,403 | $3,274-26.6% | $3,009-20.2% | $4,740-49.3% |
| Participant deferral / active EE | $8,487 | $4,802+76.7% | $4,395+93.1% | $6,400+32.6% |
| Admin fee / account holder | $85 | $5,983-98.6% | $5,329-98.4% | $11,426-99.3% |