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 | $158,398-100.0% | $126,539-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 69.8%-69.8pp | 80.1%-80.1pp |
| Annual return | 10.17% | 593.76%-583.6pp | 425.95%-415.8pp | 217.08%-206.9pp |
| Employer contribution / active EE | $7,195 | $4,650+54.7% | $3,674+95.8% | $4,299+67.4% |
| Participant deferral / active EE | $4,958 | $4,767+4.0% | $4,083+21.4% | $6,507-23.8% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |