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 6-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 | $14,888 | $91,190-83.7% | $178,490-91.7% | $79,858-81.4% |
| Participation rate | 93.3% | 69.2%+24.1pp | 81.9%+11.4pp | 69.6%+23.7pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.07%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $4,951 | $3,256+52.1% | $5,011-1.2% | $2,471+100.4% |
| Participant deferral / active EE | $3,203 | $3,236-1.0% | $5,202-38.4% | $3,740-14.3% |
| Admin fee / account holder | $81 | $6,751-98.8% | $13,984-99.4% | $5,306-98.5% |