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 | $54,705-100.0% | $71,209-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 64.1%-64.1pp | 73.8%-73.8pp | 68.3%-68.3pp |
| Annual return | 17.30% | 35.90%-18.6pp | 282.51%-265.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $895 | $2,158-58.5% | $2,721-67.1% | $2,631-66.0% |
| Participant deferral / active EE | $2,057 | $3,030-32.1% | $4,175-50.7% | $4,212-51.2% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |