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 7-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 | $55,915 | $85,202-34.4% | $172,739-67.6% | $72,985-23.4% |
| Participation rate | 89.0% | 70.1%+19.0pp | 82.6%+6.4pp | 69.5%+19.5pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,133 | $3,324-35.8% | $5,143-58.5% | $2,440-12.6% |
| Participant deferral / active EE | $5,073 | $3,260+55.6% | $5,198-2.4% | $3,607+40.6% |
| Admin fee / account holder | $156 | $5,884-97.3% | $13,954-98.9% | $5,124-97.0% |