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 3-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 | $26,486 | $79,944-66.9% | $98,439-73.1% | $75,163-64.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 0.00% | 19.75%-19.7pp | 21.16%-21.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,222 | $2,264-46.0% | $3,048-59.9% | $2,670-54.2% |
| Participant deferral / active EE | $2,420 | $3,752-35.5% | $4,738-48.9% | $4,125-41.3% |
| Admin fee / account holder | $25 | $6,840-99.6% | $8,948-99.7% | $5,651-99.6% |