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 | $127,386-100.0% | $115,037-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 84.2%-84.2pp | 81.4%-81.4pp | 83.2%-83.2pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,832 | $5,166-64.5% | $4,608-60.3% | $4,866-62.4% |
| Participant deferral / active EE | $6,819 | $6,423+6.2% | $6,026+13.2% | $5,352+27.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |