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 | $70,756-100.0% | $65,493-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 77.4%-77.4pp | 73.1%-73.1pp | 80.1%-80.1pp |
| Annual return | 27.47% | 1754.89%-1727.4pp | 982.45%-955.0pp | 217.08%-189.6pp |
| Employer contribution / active EE | $26,203 | $2,881+809.7% | $2,574+917.9% | $4,299+509.5% |
| Participant deferral / active EE | $26,203 | $4,637+465.1% | $3,961+561.5% | $6,507+302.7% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |