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 | $82,032-100.0% | $123,104-100.0% | $59,632-100.0% |
| Participation rate | 0.0% | 83.2%-83.2pp | 86.8%-86.8pp | 68.7%-68.7pp |
| Annual return | 2.66% | 5.12%-2.5pp | 13.22%-10.6pp | 2041.28%-2038.6pp |
| Employer contribution / active EE | $5,361 | $3,297+62.6% | $5,151+4.1% | $2,203+143.4% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,230-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $5,881-100.0% | $9,015-100.0% | $4,297-100.0% |