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 5-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 | $396,977-100.0% | $396,977-100.0% | $430,769-100.0% |
| Participation rate | 0.0% | 89.5%-89.5pp | 89.5%-89.5pp | 90.6%-90.6pp |
| Annual return | 4.79% | -0.19%+5.0pp | -0.16%+5.0pp | 10.77%-6.0pp |
| Employer contribution / active EE | $12,000 | $33,626-64.3% | $32,327-62.9% | $26,022-53.9% |
| Participant deferral / active EE | $0 | $8,954-100.0% | $8,483-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $982-100.0% | $982-100.0% | $18,309-100.0% |