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 3-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 | $12,980 | $133,958-90.3% | $112,228-88.4% | $134,475-90.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $6,287 | $4,038+55.7% | $3,635+73.0% | $4,740+32.6% |
| Participant deferral / active EE | $7,855 | $5,291+48.5% | $4,728+66.1% | $6,400+22.7% |
| Admin fee / account holder | $7 | $7,489-99.9% | $6,410-99.9% | $11,426-99.9% |