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 | $105,126-100.0% | $94,646-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 82.4%-82.4pp | 80.8%-80.8pp | 80.3%-80.3pp |
| Annual return | 16.78% | 38.03%-21.3pp | 156.71%-139.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $32,167 | $4,106+683.5% | $3,672+776.0% | $4,751+577.1% |
| Participant deferral / active EE | $26,267 | $7,599+245.6% | $7,418+254.1% | $6,710+291.4% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |