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 | $38,158 | $95,862-60.2% | $79,550-52.0% | $134,475-71.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 3.92% | -2.69%+6.6pp | 0.16%+3.8pp | 417.96%-414.0pp |
| Employer contribution / active EE | $11,189 | $3,128+257.7% | $2,413+363.7% | $4,740+136.1% |
| Participant deferral / active EE | $13,600 | $4,693+189.8% | $3,985+241.3% | $6,400+112.5% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |