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 | $75,828-100.0% | $147,614-100.0% | $59,632-100.0% |
| Participation rate | 0.0% | 71.6%-71.6pp | 84.6%-84.6pp | 68.7%-68.7pp |
| Annual return | 2.44% | 0.37%+2.1pp | 61.98%-59.5pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $2,014 | $3,485-42.2% | $5,564-63.8% | $2,203-8.6% |
| Participant deferral / active EE | $5,182 | $3,130+65.5% | $4,895+5.9% | $3,192+62.4% |
| Admin fee / account holder | $0 | $5,985-100.0% | $11,611-100.0% | $4,297-100.0% |