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 5-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 | $149,014 | $112,096+32.9% | $95,952+55.3% | $158,922-6.2% |
| Participation rate | 94.1% | 79.0%+15.1pp | 77.1%+17.0pp | 82.0%+12.2pp |
| Annual return | 0.00% | 171.09%-171.1pp | 91.61%-91.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,167 | $3,198-32.2% | $2,541-14.7% | $4,761-54.5% |
| Participant deferral / active EE | $5,160 | $4,784+7.9% | $4,167+23.8% | $5,982-13.7% |
| Admin fee / account holder | $19 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |