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 | $237,894 | $183,963+29.3% | $162,163+46.7% | $152,861+55.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 150.76%-150.8pp | 115.59%-115.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,646 | $6,371-58.5% | $5,614-52.9% | $4,762-44.4% |
| Participant deferral / active EE | $4,161 | $8,034-48.2% | $7,298-43.0% | $5,850-28.9% |
| Admin fee / account holder | $41 | $13,121-99.7% | $10,843-99.6% | $11,596-99.6% |