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 9-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 | $190,805-100.0% | $159,960-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 81.9%-81.9pp | 78.0%-78.0pp | 81.2%-81.2pp |
| Annual return | 7.52% | 552.23%-544.7pp | 408.60%-401.1pp | 417.96%-410.4pp |
| Employer contribution / active EE | $9,280 | $4,995+85.8% | $4,226+119.6% | $4,740+95.8% |
| Participant deferral / active EE | $10,400 | $6,923+50.2% | $6,182+68.2% | $6,400+62.5% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |