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 | $72,031 | $217,402-66.9% | $185,823-61.2% | $167,490-57.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.00% | 148.36%-148.4pp | 122.05%-122.1pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,619 | $5,873-55.4% | $5,167-49.3% | $4,837-45.9% |
| Participant deferral / active EE | $4,554 | $6,356-28.4% | $5,568-18.2% | $6,341-28.2% |
| Admin fee / account holder | $14 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |