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 | $135,952-100.0% | $123,892-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | 10.35% | 56.63%-46.3pp | 47.52%-37.2pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,425 | $5,170-72.4% | $4,617-69.1% | $4,869-70.7% |
| Participant deferral / active EE | $6,386 | $6,343+0.7% | $5,984+6.7% | $5,287+20.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |