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 | $77,899-100.0% | $149,673-100.0% | $75,163-100.0% |
| Participation rate | 0.0% | 65.6%-65.6pp | 78.8%-78.8pp | 67.2%-67.2pp |
| Annual return | 15.07% | 31.72%-16.7pp | 134.42%-119.3pp | 160.62%-145.6pp |
| Employer contribution / active EE | $9,600 | $3,137+206.0% | $4,818+99.3% | $2,670+259.6% |
| Participant deferral / active EE | $5,529 | $3,411+62.1% | $5,680-2.7% | $4,125+34.0% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |