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 | $22,721 | $127,386-82.2% | $115,037-80.2% | $125,391-81.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,273 | $5,166-56.0% | $4,608-50.7% | $4,866-53.3% |
| Participant deferral / active EE | $20,167 | $6,423+214.0% | $6,026+234.6% | $5,352+276.8% |
| Admin fee / account holder | $36 | $9,516-99.6% | $8,175-99.6% | $9,540-99.6% |