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 7-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 | $115,882-100.0% | $100,516-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 81.6%-81.6pp | 79.4%-79.4pp | 82.0%-82.0pp |
| Annual return | 23.88% | 34.79%-10.9pp | 30.89%-7.0pp | 302.83%-278.9pp |
| Employer contribution / active EE | $2,072 | $4,103-49.5% | $3,418-39.4% | $4,761-56.5% |
| Participant deferral / active EE | $5,101 | $6,674-23.6% | $6,270-18.6% | $5,982-14.7% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |