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 4-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 | $101,870 | $63,745+59.8% | $98,442+3.5% | $79,386+28.3% |
| Participation rate | 98.4% | 69.9%+28.5pp | 73.3%+25.0pp | 70.7%+27.7pp |
| Annual return | 0.00% | 625.80%-625.8pp | 1492.73%-1492.7pp | 116.85%-116.9pp |
| Employer contribution / active EE | $6,348 | $2,557+148.3% | $2,960+114.5% | $2,427+161.5% |
| Participant deferral / active EE | $5,623 | $3,303+70.2% | $4,276+31.5% | $4,046+39.0% |
| Admin fee / account holder | $134 | $516-74.0% | $5,949-97.7% | $626-78.6% |