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 8-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 | $24,150 | $99,032-75.6% | $80,019-69.8% | $135,375-82.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,289 | $3,043-57.7% | $2,468-47.8% | $4,779-73.0% |
| Participant deferral / active EE | $3,033 | $4,282-29.2% | $3,686-17.7% | $5,609-45.9% |
| Admin fee / account holder | $116 | $10,436-98.9% | $6,521-98.2% | $10,827-98.9% |