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 | $138,065-100.0% | $123,544-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | 2.56% | 153.68%-151.1pp | 119.20%-116.6pp | 519.73%-517.2pp |
| Employer contribution / active EE | $1,815 | $5,151-64.8% | $4,628-60.8% | $4,779-62.0% |
| Participant deferral / active EE | $3,421 | $6,799-49.7% | $6,426-46.8% | $5,609-39.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |