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 | $48,364-100.0% | $71,796-100.0% | $62,891-100.0% |
| Participation rate | 0.0% | 60.6%-60.6pp | 69.1%-69.1pp | 69.3%-69.3pp |
| Annual return | 5.06% | 13.16%-8.1pp | 78.04%-73.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,032 | $1,042-1.0% | $1,924-46.4% | $2,281-54.8% |
| Participant deferral / active EE | $3,007 | $2,091+43.8% | $2,794+7.6% | $3,203-6.1% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |