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 | $12,575 | $133,958-90.6% | $112,228-88.8% | $134,475-90.6% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,212 | $4,038-70.0% | $3,635-66.7% | $4,740-74.4% |
| Participant deferral / active EE | $1,887 | $5,291-64.3% | $4,728-60.1% | $6,400-70.5% |
| Admin fee / account holder | $193 | $7,489-97.4% | $6,410-97.0% | $11,426-98.3% |