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 | $69,207-100.0% | $64,056-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 75.6%-75.6pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 14.91% | 45.88%-31.0pp | 33.69%-18.8pp | 372.94%-358.0pp |
| Employer contribution / active EE | $960 | $3,182-69.8% | $2,747-65.0% | $4,751-79.8% |
| Participant deferral / active EE | $1,550 | $4,682-66.9% | $3,880-60.1% | $6,710-76.9% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |