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 | $99,652-100.0% | $78,778-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 69.2%-69.2pp | 82.8%-82.8pp |
| Annual return | 9.93% | 47.28%-37.4pp | 35.62%-25.7pp | 578.55%-568.6pp |
| Employer contribution / active EE | $3,846 | $2,796+37.6% | $1,986+93.7% | $4,876-21.1% |
| Participant deferral / active EE | $6,284 | $3,664+71.5% | $2,958+112.4% | $5,439+15.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |