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 9-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 | $13,778 | $90,503-84.8% | $78,689-82.5% | $273,961-95.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $16,908 | $3,176+432.4% | $2,851+493.1% | $4,869+247.3% |
| Participant deferral / active EE | $3,350 | $3,901-14.1% | $3,517-4.7% | $5,287-36.6% |
| Admin fee / account holder | $63 | $5,263-98.8% | $4,510-98.6% | $10,132-99.4% |