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 | $176,056-100.0% | $159,436-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 84.9%-84.9pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 20.37% | 331.75%-311.4pp | 263.57%-243.2pp | 478.56%-458.2pp |
| Employer contribution / active EE | $1,924 | $5,297-63.7% | $4,829-60.2% | $4,837-60.2% |
| Participant deferral / active EE | $5,076 | $7,750-34.5% | $7,352-31.0% | $6,341-19.9% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |