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 | $63,710-100.0% | $293,085-100.0% | $63,710-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 86.7%-86.7pp | 75.2%-75.2pp |
| Annual return | 4.62% | 3.90%+0.7pp | -21.55%+26.2pp | 3.90%+0.7pp |
| Employer contribution / active EE | $3,133 | $6,662-53.0% | $5,774-45.7% | $6,662-53.0% |
| Participant deferral / active EE | $3,228 | $2,030+59.0% | $3,831-15.7% | $2,030+59.0% |
| Admin fee / account holder | $0 | $2,967-100.0% | $5,672-100.0% | $2,967-100.0% |