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 5-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 | $72,400-100.0% | $67,502-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 18.77% | 7182.46%-7163.7pp | 3512.12%-3493.4pp | 561.29%-542.5pp |
| Employer contribution / active EE | $43,500 | $3,069+1317.3% | $2,731+1492.9% | $4,660+833.6% |
| Participant deferral / active EE | $30,000 | $4,783+527.2% | $4,000+650.0% | $6,688+348.6% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |