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 | $26,316 | $105,181-75.0% | $159,436-83.5% | $85,850-69.3% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $3,270 | $3,318-1.5% | $4,829-32.3% | $2,565+27.5% |
| Participant deferral / active EE | $7,765 | $5,945+30.6% | $7,352+5.6% | $3,952+96.5% |
| Admin fee / account holder | $67 | $6,933-99.0% | $10,799-99.4% | $6,260-98.9% |