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 | $71,050-100.0% | $93,606-100.0% | $80,856-100.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 14.34% | 11.26%+3.1pp | 133.20%-118.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $585 | $1,564-62.6% | $2,420-75.8% | $2,755-78.8% |
| Participant deferral / active EE | $2,150 | $4,034-46.7% | $4,411-51.3% | $4,296-49.9% |
| Admin fee / account holder | $0 | $6,945-100.0% | $8,285-100.0% | $6,918-100.0% |