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 | $580,687-100.0% | $580,687-100.0% | $532,464-100.0% |
| Participation rate | 0.0% | 91.3%-91.3pp | 91.3%-91.3pp | 89.6%-89.6pp |
| Annual return | 4.91% | 12.39%-7.5pp | 12.58%-7.7pp | 10.38%-5.5pp |
| Employer contribution / active EE | $12,000 | $11,875+1.1% | $11,490+4.4% | $19,351-38.0% |
| Participant deferral / active EE | $0 | $23,703-100.0% | $23,703-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $11,369-100.0% | $11,369-100.0% | $14,894-100.0% |