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 5-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 | $16,621 | $124,185-86.6% | $108,410-84.7% | $167,490-90.1% |
| Participation rate | 92.9% | 82.3%+10.6pp | 80.1%+12.7pp | 82.1%+10.8pp |
| Annual return | 0.00% | 1379.64%-1379.6pp | 905.27%-905.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,727 | $4,187-11.0% | $3,558+4.7% | $4,837-22.9% |
| Participant deferral / active EE | $11,967 | $6,908+73.2% | $6,563+82.4% | $6,341+88.7% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |