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 | $152,587-100.0% | $125,175-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 83.3%-83.3pp | 79.8%-79.8pp | 82.4%-82.4pp |
| Annual return | 24.92% | 54.84%-29.9pp | 43.79%-18.9pp | 345.32%-320.4pp |
| Employer contribution / active EE | $4,936 | $4,946-0.2% | $3,865+27.7% | $4,762+3.6% |
| Participant deferral / active EE | $10,658 | $5,868+81.6% | $4,937+115.9% | $5,850+82.2% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |