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 | $46,553-100.0% | $64,056-100.0% | $75,163-100.0% |
| Participation rate | 0.0% | 65.9%-65.9pp | 72.3%-72.3pp | 67.2%-67.2pp |
| Annual return | 13.09% | 26.03%-12.9pp | 33.69%-20.6pp | 160.62%-147.5pp |
| Employer contribution / active EE | $713 | $1,974-63.9% | $2,747-74.0% | $2,670-73.3% |
| Participant deferral / active EE | $1,822 | $2,837-35.8% | $3,880-53.0% | $4,125-55.8% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |