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 | $154,298 | $102,604+50.4% | $86,188+79.0% | $139,434+10.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1922.51%-1922.5pp | 1168.45%-1168.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,233 | $3,032-59.3% | $2,380-48.2% | $4,751-74.0% |
| Participant deferral / active EE | $5,338 | $4,676+14.2% | $3,985+33.9% | $6,710-20.5% |
| Admin fee / account holder | $197 | $8,657-97.7% | $6,852-97.1% | $11,403-98.3% |