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 | $39,854 | $228,332-82.5% | $185,823-78.6% | $158,922-74.9% |
| Participation rate | 78.3% | 82.3%-4.0pp | 78.0%+0.2pp | 82.0%-3.7pp |
| Annual return | 0.00% | 40.80%-40.8pp | 35.95%-36.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $868 | $4,967-82.5% | $4,087-78.8% | $4,761-81.8% |
| Participant deferral / active EE | $2,998 | $6,415-53.3% | $5,632-46.8% | $5,982-49.9% |
| Admin fee / account holder | $24 | $11,864-99.8% | $9,500-99.7% | $11,246-99.8% |