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 | $76,552-100.0% | $123,892-100.0% | $62,891-100.0% |
| Participation rate | 0.0% | 73.0%-73.0pp | 81.4%-81.4pp | 69.3%-69.3pp |
| Annual return | 9.37% | 18.68%-9.3pp | 47.52%-38.1pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,792 | $2,883-37.8% | $4,617-61.2% | $2,281-21.5% |
| Participant deferral / active EE | $5,102 | $4,840+5.4% | $5,984-14.7% | $3,203+59.3% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |