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 | $22,268 | $176,056-87.4% | $159,436-86.0% | $167,490-86.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $7,413 | $5,297+39.9% | $4,829+53.5% | $4,837+53.2% |
| Participant deferral / active EE | $8,923 | $7,750+15.1% | $7,352+21.4% | $6,341+40.7% |
| Admin fee / account holder | $130 | $12,554-99.0% | $10,799-98.8% | $12,309-98.9% |