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 | $468,795-100.0% | $1,127,994-100.0% | $468,795-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 66.7%-66.7pp | 85.5%-85.5pp |
| Annual return | 11.75% | 39.95%-28.2pp | 11.13%+0.6pp | 39.95%-28.2pp |
| Employer contribution / active EE | $2,784 | $28,085-90.1% | $25,095-88.9% | $28,085-90.1% |
| Participant deferral / active EE | $0 | $10,110-100.0% | $18,849-100.0% | $10,110-100.0% |
| Admin fee / account holder | $0 | $8,110-100.0% | $21,464-100.0% | $8,110-100.0% |