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 | $48,230-100.0% | $67,502-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 72.9%-72.9pp | 67.6%-67.6pp |
| Annual return | 13.18% | 18.28%-5.1pp | 3512.12%-3498.9pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,916 | $2,020-5.2% | $2,731-29.9% | $2,755-30.5% |
| Participant deferral / active EE | $1,916 | $2,924-34.5% | $4,000-52.1% | $4,296-55.4% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |