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 | $109,982-100.0% | $97,226-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | 8.30% | 242.90%-234.6pp | 75.13%-66.8pp | 561.29%-553.0pp |
| Employer contribution / active EE | $5,173 | $3,084+67.7% | $2,729+89.6% | $4,660+11.0% |
| Participant deferral / active EE | $3,087 | $4,676-34.0% | $4,264-27.6% | $6,688-53.8% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |