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 3-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 | $191,456 | $190,805+0.3% | $159,960+19.7% | $134,475+42.4% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | 0.00% | 552.23%-552.2pp | 408.60%-408.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,951 | $4,995-60.9% | $4,226-53.8% | $4,740-58.8% |
| Participant deferral / active EE | $8,239 | $6,923+19.0% | $6,182+33.3% | $6,400+28.7% |
| Admin fee / account holder | $5 | $10,471-100.0% | $8,698-99.9% | $11,426-100.0% |