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 | $56,053-100.0% | $75,972-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 62.0%-62.0pp | 69.1%-69.1pp | 67.6%-67.6pp |
| Annual return | 16.81% | 20.53%-3.7pp | 359.55%-342.7pp | 35.59%-18.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,771 | $3,052+23.6% | $4,255-11.4% | $4,296-12.2% |
| Admin fee / account holder | $0 | $5,234-100.0% | $6,467-100.0% | $6,918-100.0% |