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 | $77,634-100.0% | $156,549-100.0% | $62,891-100.0% |
| Participation rate | 0.0% | 71.2%-71.2pp | 84.0%-84.0pp | 69.3%-69.3pp |
| Annual return | 7.48% | 50.32%-42.8pp | 32.23%-24.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $908 | $3,444-73.6% | $5,501-83.5% | $2,281-60.2% |
| Participant deferral / active EE | $1,724 | $3,045-43.4% | $4,871-64.6% | $3,203-46.2% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |