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 | $27,490 | $104,664-73.7% | $85,682-67.9% | $167,490-83.6% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.9%+5.1pp | 82.1%-7.1pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,349 | $3,337-29.6% | $2,618-10.3% | $4,837-51.4% |
| Participant deferral / active EE | $7,996 | $4,824+65.7% | $3,923+103.9% | $6,341+26.1% |
| Admin fee / account holder | $34 | $10,032-99.7% | $6,873-99.5% | $12,309-99.7% |