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 7-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 | $13,372 | $81,632-83.6% | $70,449-81.0% | $158,922-91.6% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.1%+14.9pp | 82.0%+8.0pp |
| Annual return | 0.00% | 208.40%-208.4pp | 109.03%-109.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $9,447 | $3,217+193.6% | $2,737+245.2% | $4,761+98.4% |
| Participant deferral / active EE | $2,573 | $4,554-43.5% | $3,709-30.6% | $5,982-57.0% |
| Admin fee / account holder | $225 | $6,193-96.4% | $3,845-94.1% | $11,246-98.0% |