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 7-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 | $183,194 | $115,770+58.2% | $101,248+80.9% | $158,922+15.3% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.47%-46.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $3,004 | $4,175-28.0% | $3,660-17.9% | $4,761-36.9% |
| Participant deferral / active EE | $9,717 | $4,957+96.0% | $4,370+122.4% | $5,982+62.4% |
| Admin fee / account holder | $36 | $7,245-99.5% | $5,945-99.4% | $11,246-99.7% |