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 | $73,933-100.0% | $96,683-100.0% | $75,163-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 74.3%-74.3pp | 67.2%-67.2pp |
| Annual return | 23.52% | 26.70%-3.2pp | 35.69%-12.2pp | 160.62%-137.1pp |
| Employer contribution / active EE | $6,037 | $2,928+106.2% | $3,737+61.6% | $2,670+126.1% |
| Participant deferral / active EE | $11,657 | $3,659+218.6% | $4,878+139.0% | $4,125+182.6% |
| Admin fee / account holder | $0 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |