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 | $48,795-100.0% | $65,493-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 67.0%-67.0pp | 73.1%-73.1pp | 68.3%-68.3pp |
| Annual return | 15.63% | 20.20%-4.6pp | 982.45%-966.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $687 | $1,930-64.4% | $2,574-73.3% | $2,631-73.9% |
| Participant deferral / active EE | $2,540 | $2,928-13.3% | $3,961-35.9% | $4,212-39.7% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |