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 | $96,635-100.0% | $86,612-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 14.98% | 106.41%-91.4pp | 591.07%-576.1pp | 372.94%-358.0pp |
| Employer contribution / active EE | $7,914 | $3,263+142.5% | $3,022+161.8% | $4,751+66.6% |
| Participant deferral / active EE | $3,793 | $4,836-21.6% | $4,438-14.5% | $6,710-43.5% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |