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 | $15,707 | $97,757-83.9% | $83,848-81.3% | $135,375-88.4% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $3,060 | $4,222-27.5% | $3,631-15.7% | $4,779-36.0% |
| Participant deferral / active EE | $8,921 | $4,682+90.5% | $4,082+118.6% | $5,609+59.1% |
| Admin fee / account holder | $143 | $6,674-97.9% | $5,478-97.4% | $10,827-98.7% |