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 | $92,459 | $176,662-47.7% | $130,648-29.2% | $152,861-39.5% |
| Participation rate | 90.9% | 79.0%+11.9pp | 71.7%+19.2pp | 82.4%+8.5pp |
| Annual return | 1744.11% | 2692.24%-948.1pp | 1708.96%+35.2pp | 345.32%+1398.8pp |
| Employer contribution / active EE | $2,305 | $5,742-59.9% | $4,092-43.7% | $4,762-51.6% |
| Participant deferral / active EE | $5,144 | $4,361+18.0% | $3,603+42.8% | $5,850-12.1% |
| Admin fee / account holder | $72 | $7,133-99.0% | $5,464-98.7% | $11,596-99.4% |