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 8-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 | $72,492 | $113,339-36.0% | $94,993-23.7% | $147,584-50.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 20.77%-20.8pp | 27.12%-27.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,951 | $3,160-38.3% | $2,603-25.0% | $4,876-60.0% |
| Participant deferral / active EE | $7,415 | $3,777+96.3% | $3,317+123.5% | $5,439+36.3% |
| Admin fee / account holder | $59 | $6,063-99.0% | $4,960-98.8% | $10,885-99.5% |