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 | $67,021-100.0% | $162,800-100.0% | $67,021-100.0% |
| Participation rate | 0.0% | 73.1%-73.1pp | 84.4%-84.4pp | 73.1%-73.1pp |
| Annual return | 5.60% | 48.20%-42.6pp | 9.45%-3.9pp | 48.20%-42.6pp |
| Employer contribution / active EE | $1,481 | $2,570-42.4% | $29,436-95.0% | $2,570-42.4% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $1,743-100.0% | $2,835-100.0% |
| Admin fee / account holder | $0 | $5,490-100.0% | $6,972-100.0% | $5,490-100.0% |