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 9-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 | $77,216 | $198,466-61.1% | $170,442-54.7% | $147,584-47.7% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,491 | $6,184-59.7% | $5,433-54.1% | $4,876-48.9% |
| Participant deferral / active EE | $7,698 | $5,629+36.8% | $4,939+55.9% | $5,439+41.5% |
| Admin fee / account holder | $56 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |