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 | $176,056-100.0% | $159,436-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 84.9%-84.9pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 19.60% | 331.75%-312.1pp | 263.57%-244.0pp | 478.56%-459.0pp |
| Employer contribution / active EE | $3,651 | $5,297-31.1% | $4,829-24.4% | $4,837-24.5% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |