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 | $28,544 | $105,126-72.8% | $94,646-69.8% | $139,434-79.5% |
| Participation rate | 93.8% | 82.4%+11.4pp | 80.8%+12.9pp | 80.3%+13.4pp |
| Annual return | 0.00% | 38.03%-38.0pp | 156.71%-156.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,858 | $4,106-30.4% | $3,672-22.2% | $4,751-39.8% |
| Participant deferral / active EE | $9,372 | $7,599+23.3% | $7,418+26.3% | $6,710+39.7% |
| Admin fee / account holder | $21 | $8,984-99.8% | $7,231-99.7% | $11,403-99.8% |