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 4-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 | $37,493 | $138,044-72.8% | $125,339-70.1% | $134,475-72.1% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $9,069 | $5,243+73.0% | $4,814+88.4% | $4,740+91.3% |
| Participant deferral / active EE | $9,548 | $7,799+22.4% | $7,446+28.2% | $6,400+49.2% |
| Admin fee / account holder | $237 | $11,571-97.9% | $10,010-97.6% | $11,426-97.9% |