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 10-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 | $228,527 | $155,788+46.7% | $124,672+83.3% | $167,490+36.4% |
| Participation rate | 85.7% | 81.1%+4.6pp | 74.6%+11.1pp | 82.1%+3.6pp |
| Annual return | 0.00% | 17.97%-18.0pp | 5142.93%-5142.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $843 | $4,163-79.7% | $3,324-74.6% | $4,837-82.6% |
| Participant deferral / active EE | $11,272 | $5,673+98.7% | $4,614+144.3% | $6,341+77.8% |
| Admin fee / account holder | $238 | $9,531-97.5% | $7,493-96.8% | $12,309-98.1% |