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 | $24,986 | $107,334-76.7% | $92,893-73.1% | $152,861-83.7% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,778 | $4,221-34.2% | $3,653-23.9% | $4,762-41.7% |
| Participant deferral / active EE | $5,407 | $4,845+11.6% | $4,236+27.6% | $5,850-7.6% |
| Admin fee / account holder | $196 | $7,079-97.2% | $5,794-96.6% | $11,596-98.3% |