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 | $28,432 | $100,754-71.8% | $86,677-67.2% | $134,475-78.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,517 | $3,489-27.9% | $2,836-11.3% | $4,740-46.9% |
| Participant deferral / active EE | $2,517 | $5,338-52.8% | $4,656-45.9% | $6,400-60.7% |
| Admin fee / account holder | $29 | $10,926-99.7% | $7,493-99.6% | $11,426-99.7% |