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 3-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 | $15,354 | $85,022-81.9% | $70,515-78.2% | $139,434-89.0% |
| Participation rate | 90.9% | 73.9%+17.0pp | 68.3%+22.6pp | 80.3%+10.6pp |
| Annual return | 0.00% | 30.38%-30.4pp | 32.77%-32.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $4,469 | $3,909+14.3% | $2,973+50.3% | $4,751-5.9% |
| Participant deferral / active EE | $8,864 | $5,890+50.5% | $4,567+94.1% | $6,710+32.1% |
| Admin fee / account holder | $79 | $8,906-99.1% | $6,412-98.8% | $11,403-99.3% |