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 6-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 | $11,947 | $99,159-88.0% | - | $167,490-92.9% |
| Participation rate | 100.0% | 69.9%+30.1pp | - | 82.1%+17.9pp |
| Annual return | 20.42% | 15.94%+4.5pp | - | 478.56%-458.1pp |
| Employer contribution / active EE | $2,795 | $3,061-8.7% | - | $4,837-42.2% |
| Participant deferral / active EE | $5,858 | $4,624+26.7% | - | $6,341-7.6% |
| Admin fee / account holder | $53 | $3,125-98.3% | - | $12,309-99.6% |