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 | $18,947 | $175,202-89.2% | $149,673-87.3% | $139,434-86.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 0.00% | 166.71%-166.7pp | 134.42%-134.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,954 | $5,474-64.3% | $4,818-59.4% | $4,751-58.9% |
| Participant deferral / active EE | $9,124 | $6,519+40.0% | $5,680+60.6% | $6,710+36.0% |
| Admin fee / account holder | $291 | $16,150-98.2% | $13,210-97.8% | $11,403-97.4% |