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 | $23,315 | $148,534-84.3% | $135,903-82.8% | $139,434-83.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $9,909 | $5,243+89.0% | $4,856+104.1% | $4,751+108.6% |
| Participant deferral / active EE | $7,224 | $8,100-10.8% | $7,758-6.9% | $6,710+7.7% |
| Admin fee / account holder | $89 | $12,400-99.3% | $10,762-99.2% | $11,403-99.2% |