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 | $184,115 | $144,119+27.8% | $117,854+56.2% | $147,584+24.8% |
| Participation rate | 94.1% | 83.4%+10.7pp | 79.7%+14.5pp | 82.8%+11.3pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $4,576 | $4,896-6.5% | $3,786+20.9% | $4,876-6.1% |
| Participant deferral / active EE | $11,017 | $5,316+107.3% | $4,482+145.8% | $5,439+102.6% |
| Admin fee / account holder | $36 | $10,886-99.7% | $8,020-99.6% | $10,885-99.7% |