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 9-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 | $18,604 | $53,127-65.0% | $86,590-78.5% | $70,131-73.5% |
| Participation rate | 82.8% | 65.3%+17.5pp | 73.5%+9.2pp | 69.5%+13.2pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.84%-964.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,976 | $2,068-4.4% | $2,839-30.4% | $2,342-15.6% |
| Participant deferral / active EE | $4,175 | $2,696+54.9% | $3,609+15.7% | $3,332+25.3% |
| Admin fee / account holder | $85 | $3,585-97.6% | $4,906-98.3% | $4,645-98.2% |