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 9-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 | $355,857-100.0% | $334,483-100.0% | $405,731-100.0% |
| Participation rate | 0.0% | 97.2%-97.2pp | 97.3%-97.3pp | 91.9%-91.9pp |
| Annual return | 0.01% | -1.24%+1.3pp | -1.01%+1.0pp | 4.30%-4.3pp |
| Employer contribution / active EE | $0 | $20,736-100.0% | $20,696-100.0% | $26,636-100.0% |
| Participant deferral / active EE | $0 | $9,955-100.0% | $9,704-100.0% | $5,788-100.0% |
| Admin fee / account holder | $0 | $10,401-100.0% | $15,151-100.0% | $12,997-100.0% |