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 3-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 | $9,284 | $69,207-86.6% | $64,056-85.5% | $139,434-93.3% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 0.00% | 45.88%-45.9pp | 33.69%-33.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,898 | $3,182-8.9% | $2,747+5.5% | $4,751-39.0% |
| Participant deferral / active EE | $4,490 | $4,682-4.1% | $3,880+15.7% | $6,710-33.1% |
| Admin fee / account holder | $4 | $4,244-99.9% | $3,068-99.9% | $11,403-100.0% |