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 | $197,591-100.0% | $177,821-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.7%-87.7pp | 82.0%-82.0pp |
| Annual return | 14.44% | 58.76%-44.3pp | 48.32%-33.9pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,218 | $6,697-66.9% | $5,918-62.5% | $4,761-53.4% |
| Participant deferral / active EE | $10,847 | $8,405+29.1% | $7,714+40.6% | $5,982+81.3% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |