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 5-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 | $77,715 | $209,832-63.0% | $189,513-59.0% | $167,490-53.6% |
| Participation rate | 91.7% | 88.7%+3.0pp | 87.8%+3.9pp | 82.1%+9.6pp |
| Annual return | 0.00% | 748.27%-748.3pp | 555.15%-555.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $6,100 | $6,914-11.8% | $6,162-1.0% | $4,837+26.1% |
| Participant deferral / active EE | $9,356 | $8,935+4.7% | $8,221+13.8% | $6,341+47.5% |
| Admin fee / account holder | $48 | $14,293-99.7% | $12,045-99.6% | $12,309-99.6% |