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 4-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 | $99,097 | $88,751+11.7% | $81,812+21.1% | $145,922-32.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 248.52% | 1025.40%-776.9pp | 773.79%-525.3pp | 561.29%-312.8pp |
| Employer contribution / active EE | $2,490 | $3,083-19.3% | $2,912-14.5% | $4,660-46.6% |
| Participant deferral / active EE | $6,013 | $4,643+29.5% | $4,319+39.2% | $6,688-10.1% |
| Admin fee / account holder | $101 | $8,415-98.8% | $7,386-98.6% | $13,397-99.2% |