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 | $162,053 | $209,832-22.8% | $189,513-14.5% | $167,490-3.2% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 0.00% | 748.27%-748.3pp | 555.15%-555.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,146 | $6,914-54.5% | $6,162-48.9% | $4,837-35.0% |
| Participant deferral / active EE | $13,872 | $8,935+55.3% | $8,221+68.7% | $6,341+118.8% |
| Admin fee / account holder | $101 | $14,293-99.3% | $12,045-99.2% | $12,309-99.2% |