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 8-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 | $141,850 | $97,757+45.1% | $83,848+69.2% | $135,375+4.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $4,149 | $4,222-1.7% | $3,631+14.3% | $4,779-13.2% |
| Participant deferral / active EE | $22,700 | $4,682+384.8% | $4,082+456.2% | $5,609+304.7% |
| Admin fee / account holder | $160 | $6,674-97.6% | $5,478-97.1% | $10,827-98.5% |