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 | $735,639-100.0% | $659,271-100.0% | $525,611-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 71.0%-71.0pp | 87.0%-87.0pp |
| Annual return | 19.82% | 16.41%+3.4pp | 13.60%+6.2pp | 8.71%+11.1pp |
| Employer contribution / active EE | $13,200 | $20,095-34.3% | $18,914-30.2% | $21,932-39.8% |
| Participant deferral / active EE | $3,732 | $3,490+7.0% | $3,574+4.4% | $5,987-37.7% |
| Admin fee / account holder | $0 | $94,925-100.0% | $82,290-100.0% | $41,812-100.0% |