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 | $102,386 | $202,318-49.4% | $172,739-40.7% | $152,861-33.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,287 | $5,856-60.9% | $5,143-55.5% | $4,762-52.0% |
| Participant deferral / active EE | $4,587 | $5,948-22.9% | $5,198-11.7% | $5,850-21.6% |
| Admin fee / account holder | $69 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |