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 4-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 | $15,883 | $133,958-88.1% | $112,228-85.8% | $134,475-88.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,718 | $4,038+16.8% | $3,635+29.8% | $4,740-0.5% |
| Participant deferral / active EE | $2,439 | $5,291-53.9% | $4,728-48.4% | $6,400-61.9% |
| Admin fee / account holder | $51 | $7,489-99.3% | $6,410-99.2% | $11,426-99.6% |