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 | $95,416-100.0% | $185,823-100.0% | $85,850-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 81.7%-81.7pp | 69.3%-69.3pp |
| Annual return | 31.40% | 23.59%+7.8pp | 122.05%-90.6pp | 318.53%-287.1pp |
| Employer contribution / active EE | $2,924 | $3,314-11.8% | $5,167-43.4% | $2,565+14.0% |
| Participant deferral / active EE | $3,957 | $3,423+15.6% | $5,568-28.9% | $3,952+0.1% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |