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 6-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 | $44,411 | $162,781-72.7% | $133,956-66.8% | $158,922-72.1% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $4,938 | $4,975-0.8% | $3,919+26.0% | $4,761+3.7% |
| Participant deferral / active EE | $9,696 | $5,911+64.0% | $5,048+92.1% | $5,982+62.1% |
| Admin fee / account holder | $175 | $11,736-98.5% | $8,927-98.0% | $11,246-98.4% |