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 10-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 | $0 | $86,699-100.0% | $73,307-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 74.9%-74.9pp | 83.2%-83.2pp |
| Annual return | 2.45% | 2.78%-0.3pp | 5.67%-3.2pp | 282.22%-279.8pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,721 | $5,550-32.9% | $4,991-25.4% | $5,352-30.5% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |