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 | $34,170 | $111,301-69.3% | $112,977-69.8% | $158,922-78.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 0.00% | 26.40%-26.4pp | 24.24%-24.2pp | 302.83%-302.8pp |
| Employer contribution / active EE | $13,338 | $4,471+198.3% | $4,255+213.5% | $4,761+180.1% |
| Participant deferral / active EE | $13,484 | $5,880+129.3% | $5,836+131.1% | $5,982+125.4% |
| Admin fee / account holder | $24 | $8,392-99.7% | $6,294-99.6% | $11,246-99.8% |