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 | $45,073-100.0% | $69,455-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 68.5%-68.5pp | 74.6%-74.6pp | 69.5%-69.5pp |
| Annual return | 17.81% | 22.65%-4.8pp | 28.97%-11.2pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,361 | $2,054-33.7% | $2,779-51.0% | $2,440-44.2% |
| Participant deferral / active EE | $1,369 | $2,602-47.4% | $3,535-61.3% | $3,607-62.1% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |