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 | $136,307-100.0% | $106,619-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 78.0%-78.0pp | 83.0%-83.0pp |
| Annual return | 4.96% | 11.05%-6.1pp | 9.42%-4.5pp | 41.45%-36.5pp |
| Employer contribution / active EE | $5,935 | $5,190+14.4% | $3,947+50.4% | $4,869+21.9% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |