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 5-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 | $36,443 | $76,312-52.2% | $67,221-45.8% | $158,922-77.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 22.77%-22.8pp | 20.72%-20.7pp | 302.83%-302.8pp |
| Employer contribution / active EE | $4,076 | $4,476-9.0% | $3,723+9.5% | $4,761-14.4% |
| Participant deferral / active EE | $5,977 | $5,264+13.6% | $4,384+36.3% | $5,982-0.1% |
| Admin fee / account holder | $92 | $8,005-98.8% | $5,844-98.4% | $11,246-99.2% |