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 3-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 | $111,754-100.0% | $103,333-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 15.82% | 24.77%-8.9pp | 24.88%-9.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $4,460 | $4,212+5.9% | $3,868+15.3% | $4,660-4.3% |
| Participant deferral / active EE | $28,000 | $5,619+398.4% | $5,057+453.6% | $6,688+318.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |