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 | $106,115-100.0% | $85,969-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 84.1%-84.1pp | 76.5%-76.5pp | 83.2%-83.2pp |
| Annual return | -1.98% | 13.93%-15.9pp | 9.32%-11.3pp | 282.22%-284.2pp |
| Employer contribution / active EE | $12,600 | $4,537+177.7% | $3,474+262.6% | $4,866+158.9% |
| Participant deferral / active EE | $10,800 | $4,859+122.2% | $3,829+182.0% | $5,352+101.8% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |