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 9-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 | $80,673-100.0% | $101,326-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 81.5%-81.5pp | 68.3%-68.3pp |
| Annual return | 18.45% | 38.95%-20.5pp | 36.82%-18.4pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,632 | $2,698-2.4% | $3,665-28.2% | $2,6310% |
| Participant deferral / active EE | $5,096 | $6,840-25.5% | $7,994-36.3% | $4,212+21.0% |
| Admin fee / account holder | $0 | $12,784-100.0% | $11,185-100.0% | $7,344-100.0% |