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 | $140,588-100.0% | $123,104-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 88.2%-88.2pp | 86.8%-86.8pp | 83.2%-83.2pp |
| Annual return | 12.09% | 16.80%-4.7pp | 13.22%-1.1pp | 282.22%-270.1pp |
| Employer contribution / active EE | $6,888 | $6,041+14.0% | $5,151+33.7% | $4,866+41.6% |
| Participant deferral / active EE | $4,288 | $6,980-38.6% | $6,230-31.2% | $5,352-19.9% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |