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 | $180,449-100.0% | $154,107-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | 18.68% | 888.09%-869.4pp | 735.12%-716.4pp | 519.73%-501.1pp |
| Employer contribution / active EE | $1,916 | $6,035-68.3% | $5,298-63.8% | $4,779-59.9% |
| Participant deferral / active EE | $2,658 | $5,806-54.2% | $5,081-47.7% | $5,609-52.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |