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 7-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 | $11,369 | $77,419-85.3% | $69,455-83.6% | $152,861-92.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.4%-7.4pp |
| Annual return | 0.00% | 39.06%-39.1pp | 28.97%-29.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $4,922 | $3,315+48.5% | $2,779+77.1% | $4,762+3.4% |
| Participant deferral / active EE | $4,280 | $4,414-3.0% | $3,535+21.1% | $5,850-26.8% |
| Admin fee / account holder | $28 | $6,207-99.5% | $3,839-99.3% | $11,596-99.8% |