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 4-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 | $36,690 | $167,484-78.1% | $151,611-75.8% | $134,475-72.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,757 | $6,829-59.6% | $6,166-55.3% | $4,740-41.8% |
| Participant deferral / active EE | $9,618 | $8,986+7.0% | $8,363+15.0% | $6,400+50.3% |
| Admin fee / account holder | $202 | $13,783-98.5% | $11,616-98.3% | $11,426-98.2% |