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 | $26,818 | $77,419-65.4% | $69,455-61.4% | $152,861-82.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 39.06%-39.1pp | 28.97%-29.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $5,984 | $3,315+80.5% | $2,779+115.3% | $4,762+25.7% |
| Participant deferral / active EE | $3,297 | $4,414-25.3% | $3,535-6.8% | $5,850-43.7% |
| Admin fee / account holder | $283 | $6,207-95.4% | $3,839-92.6% | $11,596-97.6% |