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 | $69,518-100.0% | $59,878-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.7%-74.7pp | 82.6%-82.6pp |
| Annual return | -3.04% | 7.94%-11.0pp | 3.46%-6.5pp | 519.73%-522.8pp |
| Employer contribution / active EE | $7,617 | $3,235+135.5% | $2,722+179.9% | $4,779+59.4% |
| Participant deferral / active EE | $3,014 | $4,206-28.3% | $3,402-11.4% | $5,609-46.3% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |