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 | $41,831 | $92,222-54.6% | $76,768-45.5% | $135,375-69.1% |
| Participation rate | 89.5% | 79.8%+9.7pp | 77.0%+12.5pp | 82.6%+6.8pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.73%-519.7pp |
| Employer contribution / active EE | $4,644 | $3,216+44.4% | $2,485+86.9% | $4,779-2.8% |
| Participant deferral / active EE | $5,102 | $4,509+13.2% | $3,852+32.5% | $5,609-9.0% |
| Admin fee / account holder | $13 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |