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 | $9,765 | $92,703-89.5% | $82,719-88.2% | $134,475-92.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $943 | $3,274-71.2% | $3,009-68.7% | $4,740-80.1% |
| Participant deferral / active EE | $6,364 | $4,802+32.5% | $4,395+44.8% | $6,400-0.6% |
| Admin fee / account holder | $2 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |