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 8-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 | $27,002 | $127,100-78.8% | $105,738-74.5% | $135,375-80.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 76.3%+9.4pp | 82.6%+3.1pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,386 | $4,107-66.3% | $3,268-57.6% | $4,779-71.0% |
| Participant deferral / active EE | $2,775 | $5,064-45.2% | $4,080-32.0% | $5,609-50.5% |
| Admin fee / account holder | $199 | $9,087-97.8% | $6,913-97.1% | $10,827-98.2% |