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 | $65,685-100.0% | $57,179-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.3%-75.3pp | 83.0%-83.0pp |
| Annual return | 7.91% | 21.99%-14.1pp | 14.59%-6.7pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,784 | $3,279-45.6% | $2,682-33.5% | $4,869-63.4% |
| Participant deferral / active EE | $2,000 | $3,782-47.1% | $3,096-35.4% | $5,287-62.2% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |