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 9-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 | $39,229 | $69,518-43.6% | $59,878-34.5% | $135,375-71.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | 7.94%-7.9pp | 3.46%-3.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,782 | $3,235-44.9% | $2,722-34.5% | $4,779-62.7% |
| Participant deferral / active EE | $10,492 | $4,206+149.5% | $3,402+208.4% | $5,609+87.1% |
| Admin fee / account holder | $235 | $5,734-95.9% | $3,590-93.5% | $10,827-97.8% |