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 | $89,299 | $116,175-23.1% | $93,606-4.6% | $152,861-41.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,110 | $3,218-3.4% | $2,718+14.4% | $4,762-34.7% |
| Participant deferral / active EE | $2,481 | $4,603-46.1% | $4,069-39.0% | $5,850-57.6% |
| Admin fee / account holder | $33 | $10,748-99.7% | $7,888-99.6% | $11,596-99.7% |