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 | $785,698-100.0% | $694,382-100.0% | $546,767-100.0% |
| Participation rate | 0.0% | 79.2%-79.2pp | 77.1%-77.1pp | 83.5%-83.5pp |
| Annual return | 17.32% | 9.34%+8.0pp | 9.66%+7.7pp | 10.35%+7.0pp |
| Employer contribution / active EE | $17,250 | $27,225-36.6% | $25,660-32.8% | $24,752-30.3% |
| Participant deferral / active EE | $5,812 | $1,297+348.0% | $1,431+306.2% | $3,964+46.6% |
| Admin fee / account holder | $0 | $18,173-100.0% | $15,543-100.0% | $48,677-100.0% |