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 | $28,063 | $165,335-83.0% | $149,696-81.3% | $158,922-82.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $23,813 | $5,103+366.7% | $4,644+412.7% | $4,761+400.1% |
| Participant deferral / active EE | $4,250 | $7,181-40.8% | $6,842-37.9% | $5,982-29.0% |
| Admin fee / account holder | $156 | $10,807-98.6% | $9,309-98.3% | $11,246-98.6% |