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 | $26,545 | $176,056-84.9% | $159,436-83.4% | $167,490-84.2% |
| Participation rate | 88.2% | 84.9%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,645 | $5,297-68.9% | $4,829-65.9% | $4,837-66.0% |
| Participant deferral / active EE | $4,006 | $7,750-48.3% | $7,352-45.5% | $6,341-36.8% |
| Admin fee / account holder | $205 | $12,554-98.4% | $10,799-98.1% | $12,309-98.3% |