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 | 16.53% | 242.90%-226.4pp | 75.13%-58.6pp | 561.29%-544.8pp |
| Employer contribution / active EE | $6,953 | $3,084+125.5% | $2,729+154.8% | $4,660+49.2% |
| Participant deferral / active EE | $13,078 | $4,676+179.7% | $4,264+206.7% | $6,688+95.6% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |