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 10-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 | $41,899 | $97,881-57.2% | $80,004-47.6% | $125,391-66.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 0.00% | 9.36%-9.4pp | 7.63%-7.6pp | 282.22%-282.2pp |
| Employer contribution / active EE | $3,583 | $3,128+14.6% | $2,473+44.9% | $4,866-26.4% |
| Participant deferral / active EE | $8,355 | $3,744+123.1% | $3,204+160.8% | $5,352+56.1% |
| Admin fee / account holder | $48 | $6,278-99.2% | $5,033-99.1% | $9,540-99.5% |