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 | $16,432 | $90,600-81.9% | $79,464-79.3% | $135,375-87.9% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | 0.00% | 977.43%-977.4pp | 718.14%-718.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $3,773 | $3,068+23.0% | $2,800+34.7% | $4,779-21.0% |
| Participant deferral / active EE | $9,279 | $4,050+129.1% | $3,704+150.5% | $5,609+65.4% |
| Admin fee / account holder | $9 | $5,907-99.8% | $5,113-99.8% | $10,827-99.9% |