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 9-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 | $133,922-100.0% | $116,228-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.6%-74.6pp | 80.1%-80.1pp |
| Annual return | 20.89% | 147.76%-126.9pp | 90.06%-69.2pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,639 | $3,446-23.4% | $2,994-11.9% | $4,299-38.6% |
| Participant deferral / active EE | $6,559 | $5,672+15.6% | $4,953+32.4% | $6,507+0.8% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |