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 | $53,184 | $93,071-42.9% | $74,583-28.7% | $273,961-80.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $905 | $3,160-71.4% | $2,525-64.2% | $4,869-81.4% |
| Participant deferral / active EE | $1,551 | $4,160-62.7% | $3,458-55.1% | $5,287-70.7% |
| Admin fee / account holder | $196 | $5,272-96.3% | $4,138-95.3% | $10,132-98.1% |