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 | $767,447-100.0% | $741,050-100.0% | $564,480-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.3%-86.3pp | 89.1%-89.1pp |
| Annual return | -16.01% | -16.51%+0.5pp | -17.37%+1.4pp | -14.07%-1.9pp |
| Employer contribution / active EE | $20,333 | $31,544-35.5% | $31,041-34.5% | $29,221-30.4% |
| Participant deferral / active EE | $4,093 | $951+330.4% | $1,035+295.4% | $5,729-28.6% |
| Admin fee / account holder | $0 | $8,875-100.0% | $8,481-100.0% | $27,140-100.0% |