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 4-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 | $12,026 | $133,958-91.0% | $112,228-89.3% | $134,475-91.1% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,966 | $4,038-51.3% | $3,635-45.9% | $4,740-58.5% |
| Participant deferral / active EE | $5,531 | $5,291+4.6% | $4,728+17.0% | $6,400-13.6% |
| Admin fee / account holder | $55 | $7,489-99.3% | $6,410-99.1% | $11,426-99.5% |