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 | $95,312 | $176,056-45.9% | $159,436-40.2% | $167,490-43.1% |
| Participation rate | 85.0% | 84.9%+0.1pp | 82.8%+2.2pp | 82.1%+2.9pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,309 | $5,297-75.3% | $4,829-72.9% | $4,837-73.0% |
| Participant deferral / active EE | $4,467 | $7,750-42.4% | $7,352-39.2% | $6,341-29.6% |
| Admin fee / account holder | $180 | $12,554-98.6% | $10,799-98.3% | $12,309-98.5% |