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 | $67,331-100.0% | $60,874-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.1%-73.1pp | 81.2%-81.2pp |
| Annual return | -11.44% | 49.93%-61.4pp | 16.90%-28.3pp | 417.96%-429.4pp |
| Employer contribution / active EE | $986 | $3,096-68.2% | $2,701-63.5% | $4,740-79.2% |
| Participant deferral / active EE | $1,243 | $4,538-72.6% | $3,817-67.4% | $6,400-80.6% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |