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 | $20,932 | $154,365-86.4% | $130,231-83.9% | $139,434-85.0% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.3%-1.3pp | 80.3%-5.3pp |
| Annual return | 0.00% | 30.34%-30.3pp | 38.77%-38.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $5,902 | $5,170+14.2% | $4,126+43.1% | $4,751+24.2% |
| Participant deferral / active EE | $10,395 | $8,498+22.3% | $6,799+52.9% | $6,710+54.9% |
| Admin fee / account holder | $149 | $9,214-98.4% | $6,020-97.5% | $11,403-98.7% |