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 | $90,600-100.0% | $79,464-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | 23.75% | 977.43%-953.7pp | 718.14%-694.4pp | 519.73%-496.0pp |
| Employer contribution / active EE | $2,460 | $3,068-19.8% | $2,800-12.2% | $4,779-48.5% |
| Participant deferral / active EE | $12,300 | $4,050+203.7% | $3,704+232.1% | $5,609+119.3% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |