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 | $149,734-100.0% | $118,925-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 82.1%-82.1pp | 75.4%-75.4pp | 82.0%-82.0pp |
| Annual return | 9.43% | 19.95%-10.5pp | 35.88%-26.5pp | 302.83%-293.4pp |
| Employer contribution / active EE | $2,857 | $4,115-30.6% | $3,263-12.4% | $4,761-40.0% |
| Participant deferral / active EE | $0 | $5,223-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |