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 | $77,503-100.0% | $100,391-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 81.5%-81.5pp | 67.6%-67.6pp |
| Annual return | 30.31% | 37.20%-6.9pp | 49.20%-18.9pp | 35.59%-5.3pp |
| Employer contribution / active EE | $1,843 | $2,801-34.2% | $3,942-53.2% | $2,755-33.1% |
| Participant deferral / active EE | $3,573 | $6,820-47.6% | $8,082-55.8% | $4,296-16.8% |
| Admin fee / account holder | $0 | $5,897-100.0% | $7,899-100.0% | $6,918-100.0% |