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 | $383,300-100.0% | $383,300-100.0% | $478,521-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 87.5%-87.5pp | 89.3%-89.3pp |
| Annual return | 5.02% | -2.76%+7.8pp | -2.73%+7.8pp | 101.52%-96.5pp |
| Employer contribution / active EE | $12,000 | $12,026-0.2% | $11,551+3.9% | $22,406-46.4% |
| Participant deferral / active EE | $0 | $9,404-100.0% | $9,404-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $6,549-100.0% | $6,549-100.0% | $12,578-100.0% |