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 | $338,187-100.0% | - | $338,187-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 44.0%-44.0pp |
| Annual return | 13.91% | -0.41%+14.3pp | 4.95%+9.0pp | 13.05%+0.9pp |
| Employer contribution / active EE | $0 | $23,590-100.0% | $20,917-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $163-100.0% | $188-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $30,864-100.0% | - | $30,864-100.0% |