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 | $84,233-100.0% | $170,442-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 70.8%-70.8pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 15.67% | 23.06%-7.4pp | 205.93%-190.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $2,511 | $3,387-25.9% | $5,433-53.8% | $2,342+7.2% |
| Participant deferral / active EE | $3,891 | $3,086+26.1% | $4,939-21.2% | $3,332+16.8% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |