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 | $47,104 | $152,587-69.1% | $125,175-62.4% | $152,861-69.2% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 0.00% | 54.84%-54.8pp | 43.79%-43.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,255 | $4,946-74.6% | $3,865-67.5% | $4,762-73.7% |
| Participant deferral / active EE | $1,854 | $5,868-68.4% | $4,937-62.4% | $5,850-68.3% |
| Admin fee / account holder | $37 | $13,434-99.7% | $9,702-99.6% | $11,596-99.7% |