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 | $385,693-100.0% | $385,693-100.0% | $484,799-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 84.6%-84.6pp | 91.1%-91.1pp |
| Annual return | 4.81% | 14.57%-9.8pp | 13.98%-9.2pp | 5.95%-1.1pp |
| Employer contribution / active EE | $12,000 | $30,623-60.8% | $29,699-59.6% | $27,493-56.4% |
| Participant deferral / active EE | $0 | $8,397-100.0% | $8,397-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $1,136-100.0% | $1,136-100.0% | $18,209-100.0% |