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 4-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 | $114,381-100.0% | $107,525-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.1%-75.1pp | 80.1%-80.1pp |
| Annual return | 23.47% | 242.71%-219.2pp | 181.32%-157.8pp | 217.08%-193.6pp |
| Employer contribution / active EE | $1,866 | $4,015-53.5% | $3,754-50.3% | $4,299-56.6% |
| Participant deferral / active EE | $7,017 | $5,564+26.1% | $5,116+37.2% | $6,507+7.8% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |